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Account Reassignment Report

It would be great to have a report that shows the accounts that were transferred to a specific AE over the past year. This would help see the timeframe and how long an AE was assigned an account.

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Bruce Nakamura shared this idea  ·   ·  Report…  ·  Admin →
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  • Chase Cornelius commented  ·   ·  Report

    Show me a list of all of the accounts I have reassigned and when. So I can follow up with the new AE. Right now I have to export to excel.

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