Assigning a Sales Enquiry to another member of staff

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It is common that a Sales Enquiry may need to be re-assigned to another Sales Executive.  For example, if enquiries are added by a call-centre then they can be distributed to sales executives.


To re-assign a sales enquiry, from within the Sales Enquiry click the "Change" button next to the Sales Executive's name :-




This will display the Sales Executive Pop-up :-




Sales Executives can be organised into Teams.  Select the Sales Executive Team on the left to display the Sales Executive Names on the right of the window:-




And then select the sales executive to re-assign to on the right.


The enquiry will reflect this change and will show in the history:-




The Enquiry will then appear in that Sales Executives "Today's List" on the main Sales 360 screen.