Bulk reassign/remove users associated with deal
gathering votes
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Will Phillips
Should be able to reassign users or remove users in bulk, we have both BDC and sales listed on files but am being told can only reassign from within store setting and bulk reassigns ALL customers associated with that individual. We want to do this for users individually on the deal. Meaning, the ability to reassign just the BDC and leave salesperson in tact or vice a versa.
And the ability to pick which deals to reassign. Not have to choose all deals.
Michele McCoy
Merged in a post:
MASS REASSIGN CUSTOMERS FROM ACTIVE EMPLOYEES
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Tina Whitehouse
BECAUSE OF OCCASIONAL STAFFING PROBLEMS MY BDC AGENTS HAVE TO WORK ALL LEADS, WHEN WE HIRE A NEW AGENT IN ORDER TO GIVE NEW AGENT 1/2 OF THE CUSTOMERS I HAVE TO DO ONE AT A TIME. THIS IS EXTREMELY TIME CONSUMING. WE NEED A WAY TO MASS REASSIGN LIKE WE DO FOR TERMINATED EMPLOYEES.
Michele McCoy
Merged in a post:
Able to reassign open deals only
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Tina Norton
When we have an employee on medical / maternity / paternity leave who will likely be returning, it would be great to have a way to reassign their open deals only and leave their closed client base still attached to them.
Michele McCoy
gathering votes
Apologies for the delay. I am going to move to this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
Shawn Goebel
Merged in a post:
Choose which leads to reassign
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Nikki Stadnyk
It would be great to be able to pick and choose which leads we reassign to different product advisors. I don't always want to reassign all of the leads from one product advisor to another.
Shelby Parker
Great to hear your perspective, Nikki Stadnyk! I have a few more questions for you:
- What criteria or attributes would you like to use to select which leads to reassign?
- How frequently do you anticipate needing to reassign leads individually?
- Are there specific scenarios or examples where selective lead reassignment would be particularly beneficial?
Shelby Parker
Thank you for posting, Tina Norton! I have a few more questions for you:
- What criteria should be used to identify 'open deals' for reassignment?
- Should the reassignment be temporary or permanent, and how should it be managed when the employee returns?
- Are there any specific roles or permissions required for the person reassigning the deals?
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Tina Norton
Shelby Parker- when we go to round robin now, it shows customers and open deals. I want to be able to round robin the open deals as those are clients that are still in play currently. As this is for medical leave and not just a day off, I am okay with it being a permanent reassignment. When the employee returns, they will still have their customer base and can jump in taking new leads. As to the person reassigning, the same people that can do it now should have the access.
Shelby Parker
Great to hear your perspective, Will Phillips! I have a few more questions for you:
- What specific criteria should be used to select which BDC positions to reassign in bulk?
- Are there any specific permissions or roles that should be considered when reassigning BDC positions?
- How frequently do you anticipate needing to perform bulk reassignments of BDC positions?