When the need arises to transfer customers from one Salesperson to another, the Transfer Customers tool is there to help!
NOTE: This tool is typically used in tandem with the Order Transfer tool. It's important to know that the Order Transfer tool should be used before using the Transfer Customers tool, to ensure orders are reassigned properly before customers are moved. Failure to do it in the correct order will result in data inconsistencies.
This feature is found within each Salesperson by navigating to Salespeople > Edit the desired Salesperson, on the Customers tab:
NOTE: If you do not see this button, it means your Admin should make your changes within your Divisions and Territories, as they are what drive customer assignment within your company.
Video Overview
Select Who Should Receive the Customers
Your first action is to determine who should receive the customers you wish to transfer.
There are two options you can make.
Option 1: Assign based on Company Logic
If your company is set to assign customers based on Division or Salesperson Territory, checking the Option 1 box will auto-select the Salesperson(s) to receive the customers based on the logic your company uses.
NOTE: If there is no Salesperson that matches the logic your company uses to assign, no customers will be selected to transfer.
Option 2: Assign based on Manual Selection
If you wish to manually specify the Salesperson to transfer select customers to, using the Option 2 field to do so.
Once you've selected the Salesperson to receive the selected customers, the count of customers will appear at the bottom of the window.
This count will continue to update as you refine your criteria for selection.
You may export the customers that will be effected by the transfer at any time by using the Export customers to be transferred button.
Select Specific Customer and/or Zip Codes
If you wish to further refine the selection of customers to transfer , use the corresponding Customers and/or Zip Code buttons and select the desired records.
Performing the Transfer
When you are finished with the selection and have reviewed the customers to be transferred, click the Transfer button to proceed.
NOTE: This action can not be undone. Be sure you've reviewed the selections made and the customers to be transferred.