Coverage and offboarding, in one move.
Move a rep's entire book — clients and plans — to a colleague for a permanent handover, or set up temporary coverage that auto-reverts when they're back. A dry-run preview shows the impact before anything changes.
What Reassign a Rep's Book gives you
Whole-book move
Clients and plans transfer together, consistently.
Temporary coverage
An overlay that reverts automatically when the rep returns.
Dry-run preview
See exactly what moves before you commit.
Manager-controlled
Reassignment is a managed, auditable action.
Up and running in three steps
-
1
Pick from & to
The departing rep and their cover.
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2
Permanent or temporary
A handover or an auto-reverting overlay.
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3
Preview & apply
Confirm the impact, then commit.
Reassign a Rep's Book, answered
No — it's an overlay that leaves ownership intact and reverts automatically at the end of the window.
Yes — a dry-run preview lists exactly what will move.
Related features
One plan unlocks every feature
Every plan is billed yearly. Start with a 14-day free trial — no credit card required.
Solo
For the independent field rep planning their own week.
per user · billed yearly
Start free- Cadence engine — auto visit selection
- Multi-day route optimization
- One-tap "Plan my week"
- Colour-coded client map & CRM
- Calendar, iCal sync & tour digests
- Offline-first field app (PWA)
- CSV / XLSX import with geocoding
- 14-day free trial · no credit card
Team
For sales teams with managers, territories and rollups.
€9.99 per extra user · billed yearly
Start free- Everything in Solo, for every rep
- Sales teams & manager rollups
- Territories + territory optimization
- Team calendar & live GPS (consent-gated)
- Arrival notifications & email rules
- Reassign a rep's book / coverage
- Custom roles (lite) & visibility controls
- Transparent per-seat — scales as you grow
Custom
For enterprises that need their own integrations and controls.
tailored to your organisation
Talk to sales- Everything in Team, at scale
- Custom integrations & private API limits
- SSO (SAML/OIDC) & SCIM provisioning
- Full custom-role matrix
- Audit-log export & data residency (EU)
- Dedicated success manager & SLA
- Onboarding, data migration & training
- Custom DPA / Auftragsverarbeitung
Prices shown are per month, billed annually, in EUR (excl. VAT). Need something custom? Talk to our team →
Ready to plan smarter?
Explore Reassign a Rep's Book and the rest of SalesFleet in a live, read-only enterprise workspace.