> For the complete documentation index, see [llms.txt](https://eohelp.weaver.com.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://eohelp.weaver.com.co/crm/more/transfer.md).
# Transfer
Purpose: Allocation by customer service representative or allocation by account manager to batch-assign a new account executive, customer service representative, and share with other users.
## 1 Allocation by Customer
### 1.1 List Data
The customer list in the merge will only show the customers that the current user has permission to edit.
### 1.2 Batch specify Account Executive
Step 1: Select the customer to be transferred and click "Batch Specify Account Executive".
Step 2: Select the user to replace the current account executive with and click "Confirm".
**Remark:**
* After the replacement is completed, the Transfer list will be updated immediate after.
* If the current user no longer has editing permission due to the change, the data will no longer be displayed in the list.
* The new account executive will be notified of the change.
### 1.3 Batch specify Customer Service Representative
Step 1: Select the customer to be transferred, click "More", and click "Batch Specify Customer Service Representative".
Step 2: Select the user to replace the current customer service representative with and click "Confirm".
**Remark:**
* After the replacement is completed, the Transfer list will be updated immediate after.
* If the current user no longer has editing permission due to the change, the data will no longer be displayed in the list.
* The new customer service representative will be notified of the change.
### 1.4 Batch assign sharers
Purpose: Batch assign whom to share the customer data with.
Step 1: Select the customer to be shared, click "More", and click "Batch assign sharers".
Step 2.1: Click on "Replace." The user's original shared range will be reset and replaced with the current settings.
Step 2.2: Click on "Add." The user's original shared range will remain unchanged, and the new range will be added to the current one.
## 2 Allocation by Account Executive
### 2.1 List Data
The account executive displayed on the list are all system users (including resigned user) and that the current user are allowed to edit.
**Remark:**
\[Number of clients] represents the number of customer under the current account executive.
### 2.2 Batch specify Account Executive
Step 1: Select the customer to be transferred and click "Batch Specify Account Executive".
Step 2: Select the user to replace the current account executive with and click "Confirm".
**Remark:**
* After the replacement is completed, the Transfer list will be updated immediate after.
* If the current user no longer has editing permission due to the change, the data will no longer be displayed in the list.
* The new account executive will be notified of the change.
### 2.3 Batch sepcify Customer Service Representative
Step 1: Select the customer to be transferred, click "More", and click "Batch Specify Customer Service Representative".
Step 2: Select the user to replace the current customer service representative with and click "Confirm".
**Remark:**
* After the replacement is completed, the Transfer list will be updated immediate after.
* If the current user no longer has editing permission due to the change, the data will no longer be displayed in the list.
* The new customer service representative will be notified of the change.
### 2.4 Batch assign sharers
Purpose: Batch assign whom to share the customer data with.
Step 1: Select the customer to be shared, click "More", and click "Batch assign sharers".
Step 2.1: Click on "Replace." The user's original shared range will be reset and replaced with the current settings.
Step 2.2: Click on "Add." The user's original shared range will remain unchanged, and the new range will be added to the current one.
