When a new Smart List goes live, you may notice that some accounts are Unassigned. Unassigned accounts
don’t belong to a particular user (such as a Sales Rep or any designated team member). As such, unassigned
accounts are at risk of not being contacted during the campaign period.
Ensure you assign all accounts within the first three days of the month so your teams can begin outreach.
To access the Reassign Accounts page:
• Click on the Reassign Accounts blue banner at the top of the Welcome Page, or
• Click on Reassign Accounts in the navigation bar on the left-hand side of the screen
Once on the Reassign Accounts page:
In the steps below, we’ll go over how to use the filters at both the top and the bottom of the page to reassign accounts:
1. Filter the accounts you want to reassign
To view the accounts you want to select for reassignment, use the following filters: Date, Smart Lists, Sales Rep, Store, BAN Type, and/or City. After selecting your filters, make sure to hit Apply to view your narrowed-down list of accounts.
Date
Select the current month to find accounts eligible for contact during that month. Select All when you need to reassign all of a user’s accounts (e.g. when the user leaves the company).
Smart Lists
Select a specific Smart List to narrow down your accounts or select All to view accounts from all Smart Lists.
Sales Rep
Select Unassigned to find unassigned accounts.
Select All Inactive Representatives to find accounts that belong to inactive employees.
Store
For managers managing multiple stores, select one specific store to assign accounts one store at a time (e.g. “Sparkle Town” is selected using the Store filter to the right). Select All to view accounts from all stores.
BAN Type
Select the Billing Account Number (BAN) Type you’re interested in (e.g. “Leads Only”, “Business Only,” etc).
City
Select the city to find accounts eligible for contact in that city.
2. Select the accounts you want to reassign
Click the checkboxes next to the accounts you wish to reassign to a specific user. If you wish to reassign all accounts on the page, hit Select All at the bottom right of the page.
TIP: To view more accounts on the page, in the upper left corner above the account list,
change the Limit number (e.g. from “50” to “200”).
3. Reassign your accounts!
Now, the moment you’ve been waiting for — use the filters at the bottom of the page, Reassign to Store and Reassign to Rep, to reassign your accounts.
If you are an Area or District Manager and need to reassign accounts from Store A (e.g. “Cactus Wireless”) to Store B (e.g. “Harbourfront”), ensure you filter to Store A at the top of the page and select Store B at the bottom of the page. Use the Reassign to Store filter to reassign accounts to a new store.
Use the Reassign to Rep filter to reassign accounts to a new user.
Click Reassign to finalize!
Click Yes to confirm your changes.
And that’s it. You have successfully reassigned your accounts!
TIP: Now that reassignment is complete, let your team know that there are new accounts available for them to contact.