This guide explains how activities associated with an account are managed when the account is transferred to a new Seller in ShareBuilder CRM. All interactions, including historical and future activities, follow the new owner to maintain a complete and accurate engagement history.
Understanding the transfer process ensures that all relevant activities, including future tasks and engagements, are appropriately reassigned. This helps managers maintain continuity in client management and communication while ensuring sellers have the full context for accounts they inherit. Without this visibility, opportunities could be lost, client trust could erode, and accountability would be harder to track.
When an account is transferred to a new Seller, all associated activities — including future activities and recurring tasks — are automatically reassigned to the new owner.
Account Merge: When two accounts are merged and ownership is assigned, all activities follow the new owner.
Account Challenge Approval: If a transfer request is approved through a challenge process, activities move to the new Seller.
Full AE List Transfer: If an entire account list is reassigned, all related activities transfer to the new Seller.
Duplicate Account Merge: When duplicate accounts are merged, all associated activities are reassigned under the designated owner.
Future Activities Visibility: The previous Seller will lose access to future activities tied to accounts they no longer own.
Business Unit Transfers: If an account shifts ownership in one business unit, the previous Seller may still see the account in other units. However, future activities do not transfer across units.
Recurring Activities: All past and future recurring activities tied to the account will transfer to the new Seller to ensure no gaps in client engagement.
