Reassign lead before / after preview · reason required

Owner handoff for Hassan Rahman (L-26194 · Mercedes G63 AMG · stage 5 Negotiation). Lead Owner runs cadence and outcome. Assigned Salesperson does the selling work. Reason is mandatory · creates audit event in activity timeline · cadence resets to new owner. No accounting or stock change.

Permission · Branch Manager Audit-logged

Beforecurrent owner & salesperson

L-26194

Lead Owner

Khalid Ahmed SX-003 · Yas Mall · 32 active leads

Over capacity

Assigned Salesperson

Khalid Ahmed Same person · running both roles

Current cadence due 16 May 14:00 (call · trade-in offer). 5d stuck in stage 5. SLA breached 1d.

Afterproposed handoff

Preview

New Lead Owner *

Runs cadence + outcome. Over-capacity owners hidden.

New Assigned Salesperson *

Owner ≠ Salesperson allowed.

Reason & impactrequired · feeds activity timeline

Reason *

Notes optional · timeline-visible

Visible to outgoing owner, incoming owner, manager. Never customer-facing.

Impact previewWHAT CHANGES ON CONFIRM

Cadence ownership

Moves from K. Ahmed → A. Karim · next follow-up 16 May 14:00 reassigned

Activity timeline

Reassignment event logged with reason · visible to manager + both owners

Accounts

No change · settlement truth in Accounts is owner-independent

Inventory

No change · stock VS-2614 still reserved on this lead

Customer comms

A. Karim is informed · K. Ahmed marked outgoing · no auto-message to customer

Audit

Recorded by S. Manager (manager-001) · reversible within 7d via undo

Cadence resets · 16 May 14:00 follow-up moves to A. Karim · L-26194

Data rules5

Reason required · creates audit event in activity timeline
Cadence resets to new owner · next follow-up reassigned
No accounting or stock change · only ownership
Reversible within 7 days by Branch Manager+
Customer is NOT auto-notified · new owner makes one-to-one outreach