How to assign CRM Reminders to Ari's A-B-C-D territory

Written by Michael Nye

Last published at: May 22nd, 2023

CRM Saved Seach:  __TASKS (Reminders) for ARI

Search criteria bring up all reminders for Mike, Bob, Janice, & Michelle, and sorts alphabetically.

Tuesday through Friday, change Start Date to yesterday (not today)!

Monday change Start Date from is to is between.   First date is Friday before, second date if Sunday before.  But do not save the modified saved search.

 

In the Results List, select only those reminders for Accounts starting with A-B-C-D:

 

In the More drop-down, select Change Employee Responsible and follow prompts.  

Then select Change Sales Representative and follow prompts.