0 Replies Latest reply on Dec 19, 2011 7:06 AM by brettsisman0

    Drag and drop editing for what-if scenarios

      I am working on a dashboard to give sales managers an easy way to view their KPI's but I've run into a bit of a speed bump. I'm trying to figure out a way to allow a manager to drag and drop accounts from one rep to another so that they can determine the best way to distribute accounts. The only way I've figured out how to do this so far is to group accounts together each time and drag the custom grouping around. I'd really like to find a way to drag individual accounts around at will and have the ability to "reset" the accounts back to where they were originally at the end of it. Any time I try to simply drop the account to another sales rep I get a circle telling me it can't be done.


      Any help would be appreciated, thanks.