Reassign Sales Leads

Access

Use this routine to reassign one or more sales leads to a different salesperson, for example if the original salesperson leaves your company.   

If you enter only the salesperson number, the program reassigns all lead records for that salesperson to the new salesperson. If you enter more detailed information, then only that subset of leads for that salesperson is selected.  The program creates a lead activity record is created for each lead record you reassign along with an entry into the Customer Comments file.  

 Reassigning sales leads to a new salesperson moves the contact, the quote A sales transaction in which a customer receives a documented selling price for specified merchandise in exchange for the customer's contact information. No merchandise is reserved and no deposits are accepted., and the customer to the new salesperson while updating the appropriate fields in the Customer Settings such as the Salesperson field . The system reassigns only customers with open leads.  

Current SalespersonEnter the code of the salesperson who currently maintains the sales leads you want to transfer. If you click on the Search button, you access the Salesperson Lookup window, from which you can make a selection.

New SalespersonEnter the code of the salesperson to whom you want to transfer the sales leads. If you click on the Search button, you access the Salesperson Lookup window, from which you can make a selection.

Current Salesperson LocationEnter the location code of the current salesperson. The system transfers only leads to the selected location. If the current salesperson maintains leads from multiple locations, run this routine for each of those locations that contain leads you want to transfer.

Merchandise InterestEnter the merchandise interest (if any) to which you want to restrict the output of this routine.

Product Brand InterestEnter the product brand (if any) to which you want to restrict the output of this routine.

'From' Customer Name CutoffTo restrict the list of leads you want to transfer to an alphabetical range of customers, enter the last name of the first customer in the range. Otherwise, leave this field blank.

'To' Customer Name CutoffTo restrict the list of leads you want to transfer to an alphabetical range of customers, enter the last name of the last customer in the range. Otherwise, leave this field blank.

Reassignment Activity TypeEach update to a sales lead requires you specify an activity type for the update. Enter the activity type for lead reassignment that you created in the Type of Activity Settings. If you have not created an activity type for lead reassignment, create one in the Type of Activity Settings.