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 account's various outlet/office combinations. Note: Click "Managing your Proposal List" for details on how a Proposal is created.
Example: The account ABC Furniture has 2 outlet/office combinations, as seen in the image below. We would like to assign WAAA-TV/Local to Ethan Waite. And, WBBB-TV/Local to Elle Woods.
How to: On the left side, ensure that ABC Furniture is in view. Then click the [+] sign to expand it.
On the right side, scroll through the salesperson’s pods and locate Ethan Waite. Drag and drop the WAAA-TV/Local account from the left, on top of Ethan’s pod, on the right. Then, on the right, scroll through the list, and locate Elle Woods’ pod. Drag and drop the WBBB-TV/Local account on top of Elle’s pod.
Each outlet/office combination updates, matching Ethan and Elle’s colors, confirming your actions. 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: change offices, change outlets, reassign outlets, reassign offices, manager access