Matrix Support

Reassign Accounts Automatically on a Specified Date

To reassign accounts on a specific date:


  1. Go to Lists>Accounts.
  2. Find the account that you want to be reassigned on a specific day and check the box to the left.
  3. Click Mass Actions.
  4. Click Reassign Accounts
  5. At the top Click Reassign on and add the date that you would like the account to be reassigned on.
  6. Choose where you would like it to be reassigned to and click Save.
Keyword search:  Manager Access Only, Reassignment, Account
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