Matrix Support

Salesperson Preview - Error Reassigning Accounts

In order to access to Salesperson Preview, navigate to Actions on the top of your screen, and then select Salesperson Preview. The following section presents an example of error reassigning accounts.  Note: Click "Managing your Proposal List" for details on how a Proposal is created.


In the event that you reassign an account in a proposal, and then the account is actually reassigned to another salesperson (such as via the Reassignment tool on the Accounts list), you will see a message similar to the one below. Review the message, and the click the (x) to close it.



 Please keep in mind that the account will not be reassigned until you actually execute your changes by clicking the Execute Changes button. 


Keyword Search: Sales Person Preview Error, reassign account error

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