Goal: Provide a Simple Process for Sales Admins to be able to request Ops to Re-Assign the Sales Rep on the Account.
Key Topics:
Re-Assigning Rep Property
- This property is a Drop Down of HubSpot Users to select from
- The Value that should be inputted will be the User submitting the "Request" - Ops will then re-assign
Location on Record
This is Located on the Company Overview Tab on a Company Record, in the bottom section labeled, "Company Status Requests"
Tips of When to Use
This is mainly at your own discretion with the feedback of your Sales Rep. Example case, you've called the customer several times, you can't get them on the phone or get any response - it's time to give them to another Rep to try and pull them back in with another voice.
If you have any questions on other cases of when to use this or are hesitant - please send an email to the CRM Specialist and Sales Ops