Managing Re-Assignments

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In any company, employees come and go from time to time. A good CRM system ensures that none of the company's critical business intelligence is lost with a departing employee.

ConcourseSuite provides a very sophisticated and flexible re-assignment system that makes it simple to re-assign files and data from one employee to another in case one employee leaves, or another joins. The Re-assignments sub-tab, as shown in Figure 1, enables you to re-assign the files and data to new employees without affecting the business flow.

For example, if a salesperson leaves your company after several years of employment, this person might have accumulated a large amount of business data including contact names and phone numbers, presentations, and quotations. All together, this data adds up to the total history of the salespersons dealings with customers. The major issues at play are:

If the data is stored only on the salespersons laptop computer, the salesperson could walk out of your company with the data, then it may be lost permanently.
If the data is in a CRM application, but cannot be re-assigned in bulk, then it may be lost in plain sight.
If all the pertinent data is entered in to ConcourseSuite, then it will not be lost, and can be re-assigned to another employee.

 

re-assignments

Figure 1 Selecting the Re-Assignmets Sub-Tab

Using Re-Assignments

As a user, you are allowed to freely re-assign your own data, or that of employees who report to you. Clicking the Re-assignments sub-tab, displays the Re-assignments page, as shown in Figure 2.

 

Re-assign

Figure 2 The Re-Assignments Page

You must define from who you re-assign data and to whom you re-assign it. The options for re-assigning are given below:

Re-assign all the data to one person or different categories to different people
Re-assign only part of the data
Re-assign responsibility for tickets to someone else and leave the rest as it is

To commit the re-assignment, click Update located at the bottom of the page. Click Cancel to abandon the changes.