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Reassigning Contacts and Opportunities (Dealer)

You can reassign a sales consultant's contacts or opportunities.

The option you select in the Dealer Preferences screen determines whether the old sales consultant is removed from the team when you reassign contacts or opportunities to a new sales consultant. For more information, see Entering Dealer Preferences (Dealer).

Reassigning Contacts

Typically, contacts are reassigned when a sales consultant leaves a dealership.

The Reassign screen allows you to reassign all contacts where the sales consultant was the primary sales consultant for the contact. You can select multiple contacts and reassign all of them by clicking Reassign.

When you reassign contacts, opportunities and activities associated with the contacts are automatically reassigned also, if the sales consultant was the primary sales consultant for the opportunity, the contact was the primary contact for the opportunity, and the opportunity is not closed out.

To reassign a sales consultant's contacts

1. Navigate to the Reassign screen.
2. In the Reassign Contacts list, select the sales consultant whose contacts you want to reassign.
3. In the lower list, select one or more contacts and click Reassign.
4. In the dialog box, select the employee you want to reassign the contacts to, and click OK.

Reassigning Opportunities (Dealer)

Typically, opportunities may be reassigned when a large number of opportunities have been developed as a result of a promotion.

The Reassign screen allows you to reassign opportunities in bulk. When you reassign opportunities, activities associated with the opportunities are automatically reassigned also.

To reassign a sales consultant's opportunities

1. Navigate to the Reassign screen.
2. In the Show drop-down list, select Reassign Opportunities.
3. In the Reassign Opportunities list, select the sales consultant whose opportunities you want to reassign.

   In the lower list, all opportunities appear that have the chosen sales consultant as the primary on the sales team.

4. In the lower list, select one or more opportunities and click Reassign.
5. In the dialog box, select the employee you want to reassign the opportunity to, and click OK.