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RealZips for Salesforce.com

Mass Transfer RealZips to new sales representative

If your company has a primary sales representative owning each RealZip, you can easily transfer ownership to a new rep.

You can Mass Transfer RealZips in two simple ways, either from user to user or by filtering RealZips by Sales Territory.


These are the steps to Mass Transfer by Sales Territory:

Go to Setup | Mass Transfer Records:




Select Transfer RealZips:




Filter out the Sales Territory you're transferring to a new rep.

In the sample below, all Zip codes in the Sales Territory "Mid Manhattan" territory will be transferred to Jim Halpert:



You can transfer 250 records at a time. Select all visible records and click Transfer, then select the next 250 records if needed, until all records have changed ownership.

 

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