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Migrating sales reps and their deals & leads to a new sales office
Migrating sales reps and their deals & leads to a new sales office

Migrating sales reps and their deals & leads to a new sales office

Emilie avatar
Written by Emilie
Updated yesterday

If a company admin wants all reps and their corresponding deals and leads transferred to a new or different sales office, this will require a ticket to be made. It can take up to several weeks for that information to all be transferred over to the new sales office, and may be faster for the company to do manually.

Deals cannot be moved from one sales org to another. In these cases, it is best for the deals to be recreated under the correct sales org.

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