How to Transfer Accounts

This feature allows you to Transfer multiple accounts to a Primary or Secondary sales Rep.
Step 1  
 
Select Customers Menu→ Customers→ Account Transfer

Step 2  
 
Select Transfer Type from drop-down menu.

Step 3  
 
Enter the Account # and Select the New Sales Rep from the drop-down menu.

Step 4  
 
Click on Next. You will receive a pop-up saying Transfer Complete

*If additional rows are needed you can enter the amount of extra rows and then click on the Add button.

Video link