To bulk update customers at once to a different salesperson, just simply go to Management Module > Users > then click on the user's name you wish to reassign a customer's from.
On the User Information tab, click on Reassign Customer's, and a list of current customers will appear. Here you can select if you want to reassign all customers or choose a specific customer's to reassign. Click Save to complete this process. Note: You can also use this process when deactivating user's in CoreBridge.
This will affect all future orders only. If you would like to change the salesperson on an order currently in a WIP, BUILT or a COMPLETED status, please edit or view the order and select the new salesperson.
There are two options to override the assigned salesperson on an individual estimate or order. This can be done in order entry or on the order view page. Be sure that you have permission to be able to Change Salesperson Assigned to an Order.
To update the salesperson in the Order entry, just edit the Order, go to Step 1 Order Details. Click the Salesperson dropdown to find the new salesperson you wish to assign to the Order then hit Next Step > Save Order.
To update the salesperson in the Order View page, just view the Order, beside the salesperson, there is an edit button just click on it and select the new salesperson you wish to assign.
To update Salesperson from the Customer page, just simply navigate to Sales Module > Customers > Search > Settings > Update.
Related support article: Assigning A salesperson