How to reassign customers to another sales rep

Step 1

 

You can go to follwing webpage.

http://www.oiscentral.com

 

Step 2

 

Click on Customer tab.

 

 

The image shows a sales rep with no customers before the transfer.

 

Step 3

 

Click on Customers Menu > Customers > New report.

 

 

Step 4

 

Select the field that you want to use to narrow your search.

 

 

Step 5

 

Click on the result tab to be able to view the new list of customers to assign.

 

 

Step 6

 

Click on the summary tab to view a summary of the changes to make.

 

 

 

Step 7

 

Select the sales rep you want to assign routes to and click on update once selected.

 

 

Step 8

 

Now you can see the results.

 

 

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