Sales territory, Primary salesperson change, "push" down to cust

Yahoo Archive
1
Hi Virginia . Try it in Pilot. The salesperson gets updated on the customer
master once you post.



Gerry





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Virginia
Sent: Thursday, October 15, 2009 8:24 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Sales territory, Primary salesperson change, "push"
down to customer records?





I agree, this would make sense, but when you click on the reassign button,
the window is labeled Reassign Opportunities/Quotes and your specific
options are to effect open Opportunities/Quotes and to reassign open tasks.
There is no mention of master customer files.

Thanks,
Virginia

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , "Gerry
Loranger" <gloranger@...> wrote:
>
> Isn't this the Reassign process on the Salespersons tab, in the Sales
> Territory screen?
>
>
>
> Gerry
>
>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
> Virginia
> Sent: Wednesday, October 14, 2009 4:29 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Sales territory, Primary salesperson change, "push"
down
> to customer records?
>
>
>
>
>
> Vantage 6.1 - In the CRM module, we have changed the primary salesperson
for
> a specific sales territory, in sales territory maintenance. When you look
at
> the customer recors, this change has not effected the customer records. Is
> there a utility I can run so that the customer records will reflect the
> change in the primary salesperson?
>
> Thanks,
> Virginia Joseph
> Director, IT & Strategic Initiatives
> Deep Hole Specialists
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
2
Vantage 6.1 - In the CRM module, we have changed the primary salesperson for a specific sales territory, in sales territory maintenance. When you look at the customer recors, this change has not effected the customer records. Is there a utility I can run so that the customer records will reflect the change in the primary salesperson?

Thanks,
Virginia Joseph
Director, IT & Strategic Initiatives
Deep Hole Specialists
3
Isn't this the Reassign process on the Salespersons tab, in the Sales
Territory screen?



Gerry



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Virginia
Sent: Wednesday, October 14, 2009 4:29 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Sales territory, Primary salesperson change, "push" down
to customer records?





Vantage 6.1 - In the CRM module, we have changed the primary salesperson for
a specific sales territory, in sales territory maintenance. When you look at
the customer recors, this change has not effected the customer records. Is
there a utility I can run so that the customer records will reflect the
change in the primary salesperson?

Thanks,
Virginia Joseph
Director, IT & Strategic Initiatives
Deep Hole Specialists





[Non-text portions of this message have been removed]
4
I agree, this would make sense, but when you click on the reassign button, the window is labeled Reassign Opportunities/Quotes and your specific options are to effect open Opportunities/Quotes and to reassign open tasks. There is no mention of master customer files.

Thanks,
Virginia

--- In vantage@yahoogroups.com, "Gerry Loranger" <gloranger@...> wrote:
>
> Isn't this the Reassign process on the Salespersons tab, in the Sales
> Territory screen?
>
>
>
> Gerry
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> Virginia
> Sent: Wednesday, October 14, 2009 4:29 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Sales territory, Primary salesperson change, "push" down
> to customer records?
>
>
>
>
>
> Vantage 6.1 - In the CRM module, we have changed the primary salesperson for
> a specific sales territory, in sales territory maintenance. When you look at
> the customer recors, this change has not effected the customer records. Is
> there a utility I can run so that the customer records will reflect the
> change in the primary salesperson?
>
> Thanks,
> Virginia Joseph
> Director, IT & Strategic Initiatives
> Deep Hole Specialists
>
>
>
>
>
> [Non-text portions of this message have been removed]
>