The Sales Reassign tool is designed for Sales Managers to oversee the dealerships portfolio and ensure all customers/prospects have an active Salesperson on file. The Portfolio will have a red orb on it, as will the Sales Reassign tab when their are deals needing to be reassigned. When a Salesperson is flagged as Inactive in User Setup (since they no longer work at your dealership for one reason or another) their portfolio should be reassigned to another Salesperson to ensure future communication takes place.Â
The tool is simple and easy to use displaying a drop down for Inactive Salespeople. The steps to reassign are as follows:
Using the Inactive Salespeople drop down, select a Salesperson.
The Portfolio results will appear defaulting to "All", meaning customers + any DealerMine prospects that don't exist in the DMS system, giving a total.
Use the Filters to view only customers or only prospects if necessary.
Using the command buttons on the left you can Select All or choose one by one ticking off the selection box in the first column of the results grid.
When finished selecting customers to reassign, click Reassign.
A pop up box will appear allowing you to decide who will be the new assigned Salesperson on each customer file. Select one or more for reassignment and click Done.
BDC Managers and Sales BDC Users will also appear in the drop down to be chosen as the new assignee of the customer if they have the option "Visible in Showroom drop downs" checked in User Setup.Â
Where do Salespeople see customers that have been reassigned to them?
Once customers have been reassigned to a new Salesperson they can be found in the Portfolio > My Customers > My Assigned Deals.