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📝 How do I transfer Contacts between Salespeople?

Ellie
Ellie
  • Updated

Question

How do I transfer contacts between Salespeople?

Answer

To transfer contacts between Salespeople within Pinewood DMS, go to CRM > Sales Reports > Management > Contact Report within the side menu. 

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Within this screen, select an individual salesperson from the drop down at the top of the screen:

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Once selected the screen will display as below with the Salesperson's outstanding appointments and activities:

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At the bottom click the Transfer Contacts button:

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Once opened, ensure that the date range selected includes contacts for the Salesperson, the dates can be changed by selecting the calendar icon. 

You can then filter the contacts down by Contact Type and the Branch the contacts are within.

Then you have the option of Transferring To an Individual Salesperson, Multiple Salespeople or Any User. The default will be Individual Salesperson.

Now select a Salesperson to transfer to from the drop down:

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Once happy with the above, click Transfer and this will then complete the transfer of the contacts to the Salesperson. These can then be viewed by clicking the Transferred Contacts button. The original salesperson's diary will then be cleared of these contacts.