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Best Practices when a Sales Rep leaves - what do you do with their accounts, contacts, etc — Cloud Customer Connect
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Best Practices when a Sales Rep leaves - what do you do with their accounts, contacts, etc

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Summary:

When a Sales Rep Leaves, and you do the other process to disable them, what is the best practice for re-assigning thier accounts, contacts, etc. to another user.

The Mass Transfer Tool allows to migrate open opps, but what is the best approach to assign their accounts, contacts, activities, etc

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The Mass Transfer Tool allows to migrate open opps, but what is the best approach to assign their accounts, contacts, activities, etc

Is Import/Export Management the best option or is there another tool to do it

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