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Reassign Customers

Tools > Employees > Reassign Customers

Rooflink Support Team avatar
Written by Rooflink Support Team
Updated over 3 years ago

Reassign Customers

Tools> Employee> Reassign Customers

This page allows you to reassign customers and unapproved estimates from one rep to another. THIS ACTION CANNOT BE UNDONE.

To perform this action, complete the form presented to you inside the Reassign Customers Page.

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