Change Account to Another Sales Manager

• Select Accounts >Search from the Main Menu.
• Enter the account's name in the Account Name field and select the Magnifier button.
• Select the Display button. The account's main information screen displays.
• In the Internal Information part of the screen, select the ellipsis button next to the Owner field.
• The Select Owner screen displays. Choose the original owner listed at the bottom of the screen and select the Up arrow.
• The account owner is sent back into the general list. Choose a new sales manager and select the Down arrow.
• The selected owner displays at the bottom of the screen. Select the Close button.
• The account's main information screen re-displays. The new owner's initials/code display in the Owner field.