The Station Group Admin section allows authorized users to reassign advertisers and related records to another Account Executive.
Special permission is required. Contact Pam or Mike to request access to this feature.
Reassign records
- Select the checkbox to the left of each record you want to reassign.
- Select Change Account Executive at the bottom of the page.
- In the dialog box, select the new Account Executive from the drop-down list.
- Choose whether to reassign the primary Account Executive, secondary Account Executive, or both.
- Confirm the change.
Use the same process to reassign:
- Advertisers
- Contracts
- Production orders
- Activities
To reassign records that appear across multiple pages, select Select All Results for All Pages before selecting Change Account Executive.