There are many reasons why we might want to reassign records. An employee has left the company A new employee has joined the company Realignment of territories etc. Depending upon the number of records and the expected results, it may be straightforward or it may be more difficult. Do we want to do this once or ongoing? Let us look at some of our options
🧞♂️How to reassign records?
🧞♂️How to reassign records?
🧞♂️How to reassign records?
There are many reasons why we might want to reassign records. An employee has left the company A new employee has joined the company Realignment of territories etc. Depending upon the number of records and the expected results, it may be straightforward or it may be more difficult. Do we want to do this once or ongoing? Let us look at some of our options