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