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Sales > Accounts > Managing Accounts > Reassigning Accounts

Reassigning Accounts

If your access levels permit you to do so, you can reassign an account manually by changing the owner or primary custom book on the account record.

NOTE: Depending on the record ownership mode that your company administrator configures for the Account record type, you can assign an account record to an owner or to a primary custom book; however, you cannot assign an account record to both an owner and a primary custom book. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.

If your company uses the assignment manager and the Account record type is configured for the user mode or mixed mode of record ownership, then you can also reassign an account to a new owner by selecting the Reassign Account check box on the request.

To reassign an account

1. Select the account that you want to reassign.

   For information on selecting accounts, see Finding Records.

2. On the Account Detail page, click Edit.
3. On the Account Edit page, do one of the following:
   • In the Owner field or the Book field, click the Lookup icon, and then select another user or book in the Lookup window.
   • Select the Reassign Account check box to trigger the assignment manager to reassign the account.

     NOTE: The assignment manager can reassign records only to users. It can reassign records only if the record type is configured in the user mode or mixed mode of record ownership. The assignment manager cannot reassign records if the record type is configured in book mode. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.

4. Save your changes.

NOTE: The processing time for reassigning records can vary depending on the complexity of your company's assignment rules, the number of records to be reassigned, and current system load.