Staff changes are inevitable; people retire, change roles, move on, or are hired. When these workplace changes occur, OASIS makes it easy to reassign all customer sales assignments from one sales user to another.
- User must have Admin access to Customers.
1. Navigate to the Customers page.
2. Click Tools, then select Reassign Sales Assignments from the drop-down list.
3. The Reassign sales responsibility window will appear.
4. Select the sales user you wish to change from the Accounts currently assigned to drop-down list.
5. Select the new sales user from the Assign to new sales person drop-down list.
6. Click Ok.
7. A Question window will appear confirming the change. Click Yes.
8. All customers with the previous sales assignment will update to have the new sales assignment.