In this video, we walk you through the process of reassigning ups in Gatekeeper, ensuring you have the correct permissions. We explain how to navigate to the reports section and use the reassign button effectively. It's crucial to select the right salesperson from the dropdown menu for a smooth transition. Please make sure to check your permissions under users before proceeding.
Procedure for Reassigning Ups in Gatekeeper
Objective
This SOP outlines the steps to reassign ups to different salespeople in the Gatekeeper system, ensuring a smooth and efficient process.
Key Steps
Accessing the Reports Section 0:01
Log into Gatekeeper with the correct permissions.
Navigate to the Reports section.
Select the Scoreboard tab.
Click on the Customers tab.
2. Reassigning an Up 0:10
Locate the up you wish to reassign.
In the action column, click the Reassign button.
3. Selecting a New Salesperson 0:28
A dropdown menu will appear.
Select the desired salesperson from the dropdown list.
Click the Reassign button to confirm the change.
Cautionary Notes
Ensure you have the correct permissions to reassign ups.
Double-check the selected salesperson to avoid misassignments.
Tips for Efficiency
Familiarize yourself with the layout of the Reports section to navigate quickly.
Use keyboard shortcuts where possible to speed up the process.