How to Transfer Accounts

Learn how to transfer accounts in CRM

Transferring Accounts requires an admin role.

To transfer several accounts at a time go to the Companies Tab>Tools>Transfer. You  will see three choices:

MANAGE ACCOUNT LIST (Transfer/Delete)

Manage Account List allows you to transfer several accounts at one time.  From the filter, you can choose the AE's list, Local or National, Account Category, Active/Inactive status, Billing Status, and Time Frame. Apply the choices selected.

To transfer, you can choose an AE to transfer to from the drop-down. If you would like the AE to call on the account for all business units listed you can choose their name from the first drop-down, then select, COPY DOWN V and it will choose the AE for all of the units listed.

You can make multiple choices for one AE or different AEs. Be sure to click on SAVE CHANGES at the bottom.

Transfer Entire AE List

To transfer an entire list from one AE to another, make your choices from the drop-downs