A manager moves deals to another rep
Who is involved
| Role | What they do |
|---|---|
| Sales manager | Reassigns one deal, or several at once. |
| Account executive | Receives the deals and carries on. |
Step by step
- Sales manager
Opens a deal and presses Reassign, choosing a colleague; or ticks several deals on the deals list and uses Reassign owner.
What they see:The owner changes and the stage history is unchanged.
- Account executive
Opens Opportunities.
What they see:The deals are in their list; for a single deal the new owner now follows it.
- Account executive
For a bulk reassignment, opens the message about the deals.
What they see:The message names the deals handed over.
- Account executive
Schedules the next activity.
What they see:The deal timeline shows the new task.
Who is told what
Reassigning several deals at once tells the new owner and each deal's followers in the bell and by e-mail. Reassigning a single deal sends no message.
Related
- CRM & Sales Pipeline
- Notification Centre
- A qualified lead is handed from a development rep to an account executive
- A won deal reaches delivery, finance and the rep's commission
- An accepted quote reaches the sales order clerk
- A ticket carries the CRM customer it concerns
- A website enquiry becomes a CRM lead
- Team workflows