How to Change Sales Team on a Company Record

You can change the sales team on a single company inside the company record. 

Click here to view how to reassign sales teams in bulk.

How to reassign a sales team for one company:

1. Left click “Companies” or left click global menu (four lines in upper left corner) and select “Companies.”

2. Left click desired company.

3. Left click “Change Sales Team” button (top right corner).

4. Use the drop-down to select another sales team.

5. Left click “Proceed.”

6.  Left click “Save.”