CRM · Admin workflow

Transfer customer responsibility

Move a Customer and all eligible open work to another Staff member in one reviewed action.

Back to customers
1
Select customer
Choose the responsibility record
2
Review scope
See entities and open tasks
3
Choose Staff
Select an eligible owner
4
Confirm
Review and finish

Select a Customer

Only Customers in the Admin preview scope are shown.

Review transfer scope

The Customer, linked Tax Entities and eligible open Tasks move together.

Northstar HoldingsCustomer
3Tax entities retained
2Open tasks to transfer
0Terminal tasks changed
Scope note. Completed or cancelled Tasks retain their historical assignment. Selective per-task transfer is not part of this preview.

Choose target Staff

The target account must be active and eligible to receive assigned customer work.

Preview only. Staff access and notifications are not connected to authentication or email.

Confirm transfer

Review the final assignment before submitting the preview action.

CustomerNorthstar Holdings
FromSarah K.
ToMichael R.
Open Tasks2 tasks
Final review. This preview will only show a confirmation message; no assignment or Task data is persisted.
Cancel