In order to access the Salesperson Preview, navigate to Actions on the top of your screen, then select Salesperson Preview. The following section presents an example of reassignment an account. Note: Click "Managing your Proposal List" for details on how a Proposal is created.
Example: We would like to reassign the account “A Place to Rest” that is currently assigned to “Elaine Benes”, back to the original owner “Jimmy Brown”, as shown below.
- On the left side, expand Jimmy Brown’s list.
- On the right side, make sure Jimmy Brown’s pod (box) is visible
- Then, drag the account “A Place to Rest” color coded as being assigned to Elaine Benes, to the right and drop it into the Jimmy Brown pod on the right.