Change Account Manager on a group of records

[dcarriere]

Please share with me if there is an easy was to take a group of accounts and change the account manager.

[MikeSpragg]

Go into Admin - Tools | Territory Realignment - all done in there.

[dcarriere]

I'm sorry to be sophmoric, and I know this is one of those questions, however we are brand new to Saleslogix, this in one of my first actions as adminstrator....This does not seem to be one of the tools that I have available

[MikeSpragg]

Ah right - in which case I'd advise you to go back to your business partner/installer as you definitely need Admin to be able to perform (well, admin!) tasks. You'll also be able to get them to walk you through it etc.

[dcarriere]

Thank you, I expected that to be the answer

[MikeSpragg]

You might want to head over to http://www.goodtraining.com - that's more of a newbie place for SLX. This is more of a "what the crapola should I do" when something goes wrong kinda place!

[dcarriere]

Thank you I just went there and registered, is this still an active site?  It doesn't seem as if much has happened on that site in the last year, but I will give it a try, any other training resouces would be great

[MikeSpragg]

Agreed, it's still monitored by CustomerFX so should still be active. I just think a lot of people deal with stuff themselves or through own resources.

[RJLedger]

Mike is talking about the Admin.exe application - not the Saleslogix client.

A - Log into the Admin.exe using the user admin and the appropriate password

B - Under Tools-> Realign Territories - > Click on the HELP button..

[dcarriere]

Thanks gentlemen, I was just in contact with our reseller and I was informed that modual would be added tomorrow.  Thanks for the help