Remove staff - reassign everything to a different staff member
T
Tayla Cameron
We need to remove a user from a sub-account but we would like everything that was assigned to that user to be assigned to another user but apparently this is all done manually. This doesn't make sense in the event of staff changes to not have the ability to bulk re-assign.
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M
Millionaire Advocate
Create a workflow and trigger using a tag.
C
CG Assistant
Create a workflow to resign in bulk. That's how do it.