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Account Transfers
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Account Transfers

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For Manager

Select the CSM(s) who you would like to transfer accounts away from, then click "Pull CSMs". Next, fill in the "New CSM - Manager Fill" column. You should see capacity change below.

You can create a button to push the changes back to your CRM once you are ready to make the updates.

Toni Watt
⁠
Pull CSMs Accounts
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Update All Accounts
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Transferring Accounts
3
Transfer Notes
Account Name
Current CSM
Estimated ARR
Highest Paid Plan
Segment
New CSM - Manager Fill
Update in SFDC
Updated in SFDC
1
Wonka Industries
Toni Watt
$59,760.00
Enterprise
ENT
Alanna Ellis
Update SFDC Owner
2
Acme Corp
Toni Watt
$113,040.00
Enterprise
ENT
Lionel Nyange
Update SFDC Owner
3
Stark Industries
Toni Watt
$11,520.00
Enterprise
MID
Katy Turner
Update SFDC Owner
4
Ollivander's Wand Shop
Toni Watt
$18,000.00
Enterprise
ENT
Lionel Nyange
Update SFDC Owner
There are no rows in this table
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Customer Success Manager Capacity

Customer Success Manager
Count Existing Accounts
Existing ARR
Count of Accounts after Transfer
ARR after Transfer
1
Alanna Ellis
4
$511,027.00
5
$570,787.00
2
Katy Turner
4
$521,843.00
5
$533,363.00
3
Lionel Nyange
4
$411,464.00
6
$542,504.00
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