Cette entrée n'est pas disponible en français. Par conséquent, le texte anglais est affiché.
If your organization works in the Multiple sales reps per customer Mode and your customers are transferred – perhaps in course of a territory allocation – to a different user, you can transfer the call settings in a mass operation. Instead of letting a new user activate the customer, you can handover the well-arranged call settings to the new user. Start by transferring customers to users by using the Salesforce on-board means.
Afterwards, you can transfer the call settings collectively. Open the portatour® tab, select Options from the portatour® menu and open customer activation. You can select the customer data type in the Transfer portatour® data section:
Select Calculate Count and check the preview. A list of call settings owned by you will be shown, which are assigned to customers who are not owned by you (anymore):
Select Start to transfer the call settings.
Subsequently, the result will be displayed as Errors and Success:
Select OK to close the page.