Top menu >> Accounts >> View Account


You can transfer an account from one rep to the other with this feature. 


When you find that the account reverts back to the original Rep after you hit Calculate you are likely bringing in a different value for Rep ID than the account. You will have to reassign the Rep ID rather then transferring the account. 




View the account you wish to transfer. 


The accounts page can have more than one page (dropdown on bottom of page) and can be sorted by any of the column headers by clicking on it. 




Click Transfer to rep





Select the 'to' agency





Select the Rep





Select the account or 'from' rep(s) (by default checked off). 




Click Finish when done


Remember to calculate to see the results! 



See also: