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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
Update All Accounts
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

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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