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Reassigning accounts already added

Once accounts are in your active list, you can reassign ownership to any team member directly from the Accounts page.
1

Go to All Accounts

Switch from My Accounts to All Accounts in the top filter to see your full team’s book of business.
2

Find the account to reassign

Browse or search for the account you want to move.
3

Change the owner

Click the Owner field on the account row and select a different team member from the dropdown. The change takes effect immediately.
If your CRM is connected, ownership changes in WhiteWhale will sync to your CRM automatically.

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Assigning accounts from Suggestions

If you want to assign new accounts to team members as they come in from Account Suggestions — including round-robin distribution — that’s handled separately in the Suggestions flow.

Assigning Suggestions

Set up round-robin assignment or direct allocation when accepting accounts from Suggestions.

Adding Accounts

Add accounts to your team’s book of business.

How Account Suggestions Work

Let WhiteWhale surface and assign net-new accounts automatically.

Roles & Permissions

Understand what each team role can see and do.