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Moving A Sales Rep With Deals and Leads to a New Sales Office

Moving A Sales Rep With Deals and Leads to a New Sales Office

Emilie avatar
Written by Emilie
Updated this week

To move a sales rep to a new office with their existing deals and leads, first add the sales rep to the new office. Then, change the assigned office on the lead page.

If a user has many deals, Enerflo support can complete a migration, but this will require an additional scope of work (SOW) to be signed and may take some time to complete.

It is important to note that Deals cannot be moved from one sales org to another. In these cases, the deals need to be recreated under the correct sales org.

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