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How Can I Reassign Customers From One Rep To Another?

Lauren Thress avatar
Written by Lauren Thress
Updated over 3 years ago

Instructions

  1. Go to Tools > Employees > Reassign Customers

  2. Select employees

  3. Click Submit

Please note that only admins can perform this action. This action cannot be undone, so ensure all the information is correct before submitting it.

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