Reassigning Opportunities (Dealer)

Typically, opportunities can 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.