Document number: 11334

 

Reassign Opportunities

Note: Only a small number of power users have access to this page within Customer1. Power users can reassign opportunities only for the territories to which they have visibility.

1. Navigate to Sales and then Territories. Select Reassign Opportunities.
   
   
2. In the Description field, enter text about this reassignment.
   
   
3. The Reassign Date will default to the current date. You may change it to a future date.
   
   
4. Enter the Sales User who will have the selected Opportunities taken away in the From field.
   
   
5. In the To field, enter the Sales User who will receive the selected Opportunities.
   
   
6. Click on the View and Edit Opportunities link or the Submit button.
   
   
7. Click on the Save button to reassign the opportunity.

 

Only Managers and Power Users will use this page.

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: dkc 08/15/2001
Reviewed: 09/21/2004