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Customer call settings are stored as Salesforce Objects. Detailed information on the call settings object can be found in the Information section.
In the Multiple sales reps per customer Mode, every Salesforce user can set their own call settings for any customer visible to him, independent of him being owner of the customer dataset or not. Every schedule calculation takes solely individual call settings into account. If another user has also activated the same customer, the user creates separate call settings for this customer.
It is possible that personal call settings are transferred to another user in you Salesforce organization. This is useful if you transfer a customer to (a) different colleague(s). The transfer functions analogously to other Salesforce records transfers.
Click on the link [Change] next to the current owner in the Information section. The page Select New Owner pops up.
Select new owner and confirm with Save.
The transfer may fail if the other Salesforce user has already saved call settings for the same customer. Contact the user. After he deactivated the customer, you can repeat the transfer.
After successful transfer, the customer is deactivated for you and will not be considered by portatour® in the next schedule.