Employee separations are part of every business and
can be a critical situation for IT professionals. When a sales
agent leaves your company you will have to mass transfer his/her
opportunities, Contracts, etc., to another user.
The Mass Transfer Opportunity, Contracts,
Accounts, etc., tool will simplify the process of reassigning
records when an employee no longer works for your organization,
or perhaps got promoted.
This tool will also help filter what
Opportunities to transfer based on the status. Some organizations
transfer open opportunities to new users while transferring
closed opportunities to another.
A real plus for all businesses is Salesboom
Hosted CRM V8 introduction of Mass transfer of information
to cope with the loss of an employee. A great feature that
is not only applicable across businesses but also across Salesboom's
On Demand Hosted CRM product, allowing for the quicker turnover
rate of employee movement.
Once you truly gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Take a Free CRM Software 30-day Trial today, or contact us directly for more information: 1.855.229.2043 (1.855.229.2043) or via e-mail at sales@salesboom.com.
Free CRM Software Trial
