Matrix Support

Salesperson Preview - Reassign an Entire Agency

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 reassignment an entire agency.  Note: Click "Managing your Proposal List" for details on how a Proposal is created.

Example: You would like to reassign  123 Marketing Group from Jasper Hale to Ethan Waite


How to:
Important Note: When setting up your proposal, it must be sorted by Agency, as seen here.

On the left side, scroll through the list and locate Jasper Hale. Expand his list. Then on the right side, scroll through the salesperson’s pods and locate Ethan Waite. Finally, drag and drop  123 Marketing Group from the left, on top of Ethan’s pod, on the right.

The agency’s color updates, matching Ethan’s color, confirming your action. Their pods update, reflecting the changes.

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: reassign agency, change agency, edit agency, agency reassignment, manager access

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