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

in Sales 1 comment

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

Content (required):

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

Version (include the version you are using, if applicable):


Code Snippet (add any code snippets that support your topic, if applicable):

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