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.
Bruce Nakamura shared this idea
Chase Cornelius commented
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.