Reallocation of contacts by region

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Has your new sales manager decided to reorganize the geographical areas assigned to your sales reps?

This screen is designed to manage this situation, allowing you to reassign contacts based on zip code criteria.

Using the screen

Access : Tools → Administration → Mass data processing → Contacts → Reassign by region

The Assign to user combo lets you select the user to whom contacts meeting the criteria will be reassigned.

The criteria are country code or post code. Multiple zip codes separated by a semicolon are possible.


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