There should be an easy way to bulk assign contacts, opportunities, update task owner, and update appointment owners when a user leavess the company
J
Jen Anne
Ideally, it would be nice to be able to check a box to update all of this to a single new lead owner when you're deactivating a user. But, even if that's not available, you should be able to do all these things very easily with either bulk actions or automations. At the moment, you can reassign the lead owner, which also will update the opportunity, but you CANNOT currently update the task assignment, etc. This is VERY important, as it's a common occurrence that users are hired and eventually may quit or be fired and it NEEDS to be able to update easily.
Log In
P
Pallavi Kothari
Merged in a post:
Assign opportunity to user via automations and bulk actions from pipelines or filter contacts based on opportunity criteria
N
Nick Gillis
The idea of having a user assigned to an opportunity is a fairly new feature that i like but it doesn't do much. You can't bulk reassign, so if you lose an employee you have to build a workflow but then guess what, you can't reassign an opportunity. It would also be nice to do bulk actions from the pipeline like send emails or text messages... because you can't filter from the contacts screen based on opportunity fields.