After reading this article you will be able to:
- Navigate to sales ups
- Reassign multiple sales ups
Prerequisite: To select the desired Sales Ups to reassign Create a Custom List View.
Step One: Navigate to Sales Ups
- Click the App Launcher.
- Enter Sales Up in the quick search area.
- Click Sales Up.
Step Two: Reassign Multiple Sales Ups
- Once the custom list view is created click the dropdown button.
- Click Re-Assign Sales Ups.
- Select desired user.
- Click Add.
- Once all desired users are added to the Selected Users Area click Re-Assign to Selected button
Note: You can choose any user or group of users in the org to reassign the Sales Up to. They will get assigned in a round robin to the chosen group.
Reassigned Sales Ups
The reassigned Sales ups will be shown as a list.