Tag Archives: transfer

Tip #1703 – Transferring a Portion of One Sales Rep Territory to Another Sales Rep

Transferring a Portion of One Sales Rep Territory to Another Sales Rep dynaMACS makes it easy when you are changing your agency territories.  Instead of moving one customer at a time, dynaMACS can move multiple customers at one time. In … Continue reading

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Tip #1607 – Transferring Sales and Commissions History for a Specific Manufacturer and Customer to a Different Sales Rep

Transferring Sales and Commissions History for a Specific Manufacturer and Customer to a Different Sales Rep In our previous Tip #1606 we discussed how to automatically give a sales rep that is not currently assigned to a particular customer, credit … Continue reading

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