Reassigning Accounts is even simpler with Monarch!. Please follow the step by step instructions listed below:
1- From your Home page click on Accounts under your LISTS section
2- Search, locate the Account you are trying to reassign.
3- Add a check mark next to it (on the left) and click on the Mass Actions button.
4-Select Reassign Accounts
5- Under To This Salesperson's box, use the search bar to locate the new Salesperson who should take over the Account.
Note: If you want to reassign the accounts on a specific date, please see the note at the bottom of this article, otherwise please continue to step 6.
6- Click on the Salesperson's name (make sure his/her name highlights as shown in the picture below)
7- Click on the Save button
8- The system will bring you back to your Account list displaying a green box stating a successful reassignment.
Note: All reassignments should display the new Salesperson's name as the owner of the Account automatically.
NOTE: If you want to reassign the Accounts on a specific date, choose to Reassign on, add the date that you would like the reassignment to take place, choose the Salesperson, select Save.
