Assigning Accounts to Salespeople

You can reassign accounts to different salespeople 2 different ways.

From the 'Manage Accounts' tab

1. From Partner Center > Businesses > Accounts, search for the account you wish to reassign.
   
2. Click on the name of the account.
   
3. Click the  icon.
   
4. From Administration, change select the Primary Salesperson.
   
   • You can assign up to an additional five salespeople to the account using the Additional Salespeople field.
     
5. Click Save.

From the 'Prospects' tab

1. From Partner Center > Sales > Prospects, find the account you wish to assign a salesperson to.
2. 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.