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.