Reassign Open Opportunities After a Rep Leaves

How do you reassign open opportunities after a rep leaves?

When a rep leaves, open opportunities cannot sit in limbo. They need to be reassigned in a way that respects the territory model and keeps active deals moving.

This walkthrough shows how BoogieBoard can help identify the affected accounts and opportunities, then move coverage to the right owner or interim territory.

The operational benefit is speed with control: fewer orphaned opportunities and a clearer path back to a stable book of business.

Transcript

Using Codex and Boogie Board to manage territories. Justin B. Has left my sales organization, so I'm going to remove him from his territory and leave it unassigned. Then I want to see all the accounts that have an existing opportunity so that I can figure out what to do with them. Justin has been removed from the territory. You can see it's now not assigned. And there are nine accounts with existing opportunities. Serena is pretty light, so I'm going to move these accounts to Serena. All right. Those nine accounts are now in Serena's name. If I want to verify, I'll grab one. GenePoint, hop into my account list and we'll see. GenePoint is now in Serena's

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