Does an account need to be assigned to a sales user, and is it easily reassignable?
By Thynk· Published · Updated
Yes. Accounts are assigned manually or by territory rules and can be reassigned easily, individually or in bulk.
Full answer
Yes. In Thynk, accounts are assigned to sales users, and reassignment is simple.
- Accounts can be assigned manually or automatically through territory management rules.
- Reassigning an account takes a few clicks, or can be done in bulk.
- Mandatory fields can be configured by drag and drop, based on rules such as account type or life cycle stage.
Clear ownership ensures every account is looked after, and sales performance is attributed correctly.