Bulk Transfer Accounts

How to Bulk Transfer Accounts in Radio Workflow

This step-by-step guide will walk you through the process of transferring a large number of accounts from one sales rep to another within Radio Workflow.

Step 1: Access the "Accounts" Page

  1. Navigate to the Radio Workflow dashboard.
  2. Click on "Accounts".

Step 2: Open the "Bulk Transfer" Page

  1. On the "Accounts" page, click on the "Bulk Transfer" button.

Step 3: Select the Transfer Option

  1. In the "Bulk Transfer" window, you will see options to transfer accounts.
  2. Choose between transferring all customers owned by the prospect pool or transferring accounts from certain account reps.

Step 4: Choose the Sales Reps for Account Transfer

  1. Select the sales reps to whom you want to transfer the accounts from the dropdown list.
  2. You can select one or multiple sales reps to receive the transferred accounts (will be split).

Step 5: Apply Filters (Optional)

  1. If you have filters applied to your Account list, you can choose to apply those filters before transferring the accounts.
  2. Check the box beside "Apply current filters before transferring" if you want to apply the filters.

Step 6: Initiate the Transfer

  1. Click on the "Transfer" button to begin transferring the accounts.
  2. The accounts will be moved to the selected sales reps.

Step 7: Verify the Transferred Accounts

  1. The transferred accounts will be divided out onto the sales reps' account lists.
  2. Navigate to the account lists of the respective sales reps to view the transferred accounts.