Transfer Activities to New Account Owner

Activities are account-based and will transfer when you transfer the account to another AE.

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When transferring an account to a new AE, all activities (including future activities) will transfer to the new AE.

Any future activities assigned to an AE will be transferred to the new account owner if that account is:

  • Merged with an account and a new account owner is selected.
  • Transferred to a new account owner and approved via account challenge to a new account owner.
  • Transferred by the entire AE List to a new account owner.
  • Duplicate accounts are merged.

Three important things to remember:

1. The previous account owner will not see any future activity for an account that they no longer own.

2. If a future activity exists and the account is transferred on one business unit to a new owner but the previous owner who entered the future activity still owns the account on another business unit, the future activity will not transfer to the “new” AE that owns it on a different business unit.  

3. The “new” AE will not be able to see the future activity entered by the previous account owner. All recurring activities, both historical and future, will be transferred to the new account owner.