Transferring Activities

What

This guide explains how activities associated with an account are managed when the account is transferred to a new Seller in ShareBuilder CRM.

Why

Understanding the transfer process ensures that all relevant activities, including future tasks and engagements, are appropriately reassigned. This helps maintain continuity in client management and communication without losing important historical records.

How

Automatic Transfer of Activities:

• When an account is transferred to a new Seller, all associated activities, including future activities, are automatically reassigned to the new owner.

Scenarios That Trigger Activity Transfers:

1. Account Merge: If two accounts are merged and a new account owner is designated, all activities follow the new owner.
2. Account Challenge Approval: When an account transfer is approved through a challenge request, activities move to the new AE.
3. Full AE List Transfer: If an AE's entire account list is reassigned, all associated activities transfer to the new AE.
4. Duplicate Account Merge: If duplicate accounts are merged under a new owner, all related activities are reassigned accordingly.

Important Considerations:

• Future Activities Visibility: The previous AE will no longer have access to future activities for accounts they no longer manage.
• Business Unit Transfers: If an account moves to a new owner in one business unit, the former owner may still access it in another unit. However, future activities do not transfer between units.
• Recurring Activities: All past and future recurring activities associated with the account transfer to the new AE to ensure continuity.