Matrix Support

Salesperson Preview – How to Move Accounts Back to Their Original Owner

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.



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