Common Data > Customer
Assign Customer By Batch
Posted by i3Teamworks Admin on 28 Sep 2018 2:56pm

Batch Assgin - To transfer ownership of Customer from one employee to another.

1. From your Main Dashboard, go to Common Data and click on Customer

2. Click Manage Customer and click Batch Assign tab 

3. Set criteria

 

4. Select the New Sales Person (owner) and tick Customer Name

  

6. Click on  button 

**Note: If you have multiple pages of Customer list, do the Assigning page by page