# Coverage and offboarding, in one move.

> Hand over a rep's clients and plans permanently, or set temporary coverage that auto-reverts. Preview the impact before committing.

*Source: https://salesfleet.ai/features/reassignment · Language: en*

*Team & operations*

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.
2. **Permanent or temporary** — A handover or an auto-reverting overlay.
3. **Preview & apply** — Confirm the impact, then commit.

## Reassign a Rep's Book, answered
### Does temporary coverage change ownership?
No — it's an overlay that leaves ownership intact and reverts automatically at the end of the window.

### Can I see the impact first?
Yes — a dry-run preview lists exactly what will move.

## Related features
- [Teams, Roles & Manager Rollup](https://salesfleet.ai/features/teams-rbac.md): Structure that scales
- [Territories](https://salesfleet.ai/features/territories.md): Balanced patches, fair workloads
- [Calendar](https://salesfleet.ai/features/calendar.md): Your week, three ways

---
SalesFleet · HTML: https://salesfleet.ai/features/reassignment · AI site map: https://salesfleet.ai/llms.txt