Bulk reassigning accounts
Reassign a book of business when a CSM leaves or workloads need rebalancing — with an audit trail.
Reassigning a book
When a CSM leaves or you rebalance workloads, reassign accounts in bulk from the Accounts list:
- Filter to the affected book (e.g. scope to the departing CSM, or filter by territory).
- Tick the row checkboxes (or select-all).
- In the bulk bar, click Reassign CSM.
- In the Reassign N Customer(s) dialog, pick the new owner (or Unassigned) and click Apply.
The change is applied immediately and audited. Open Actions and success plans move with the account, so consider a follow-up Action so the new owner introduces themselves.
Tip
For a smarter assignment on genuinely unowned accounts, use Admin Console → Coverage Model → Unassigned Accounts → Suggest owner, which ranks CSMs by capacity and skill fit and routes the suggestion through your Agent Inbox for approval.
Related: *Coverage: assignment and territories* · *Managing your account portfolio*
More in Account Management
- Managing your account portfolio
- Contacts, roles, influence & sentiment
- Custom fields for accounts and contacts
- Coverage: assignment and territories
- Account lifecycle stages
- Account hierarchy and corporate families
- ARR, contracts, and renewal tracking
- Views, columns & the account list
- Product Lines: what they are