Moving Contacts & Agencies between AEs
We recently hired a new AE to replace an AE that left earlier this year. We would like to move those contacts under the new AE for many reasons, including activities and list builder. As it stands the AE needs to re-enter the contact information under their name.
Anonymous
shared this idea
We have just implemented Agency Reassignment which will reassign the Accounts affiliated with the agency as well as information from that agency such as contacts and activities.
If you are a manager, please take a look at the Agency List and try a reassignment out for yourself!
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Anonymous
commented
Ability to reassign agencies and agency contacts. Contacts will only be reassigned with Accounts, they stay with the existing AE for an Agency even if an Agency contact is associated with an Account.
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Anonymous
commented
It would be nice to have the option to re-assign agencies and contacts to new AEs. Otherwise we need to re-enter the data.