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  1. Make it possible to remove sales reps off of accounts in batch instead of account by account.

    i pulled a list of stores that had the turntag "closed" (meaning their company literally went out of business) but still had sales reps attached. instead of being able to do a few clicks and remove all sales reps, I would have had to select one broker at a time - and we have 100. needless to say, i still havent removed the brokers from those accounts because i dont have the time or the patience.

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    started  ·  AdminSupport | TurnTree Solutions (Account Manager, TurnTree Solutions) responded

    Thank you for your suggestion!

    We are adding the ability to do this via Advanced Search > Push Results To > Rep Assignment. On the ‘Rep Changes To Make’ menu you will be able to do individual rep modifications as well as remove all assigned reps, all assigned Inside reps, all assigned Outside reps, and all reps connected to a specific Outside Sales company.

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