You can reassign accounts to different salespeople 2 different ways.
From the 'Manage Accounts' tab
- From Partner Center > Businesses > Accounts, search for the account you wish to reassign.
- Click on the name of the account.
- Click the
icon.
- From Administration, change select the Primary Salesperson.
- You can assign up to an additional five salespeople to the account using the Additional Salespeople field.
- You can assign up to an additional five salespeople to the account using the Additional Salespeople field.
- Click Save.
From the 'Prospects' tab
- From Partner Center > Sales > Prospects, find the account you wish to assign a salesperson to.
- Select the salesperson you want to assign to this account from the dropdown menu.
- This will send the salesperson an email notifying them of the change.
- This will send the salesperson an email notifying them of the change.