reassignment of records from previous owner RRS feed

  • Question

  • Quite often a salesperson leaves the company and their records need to be reassigned to the supervisor - until  a replacement can be found.

    If I do this, is there a way that once a replacement is found - I can reassign only those records that had been owned by the previous salesperson to the new one from the supervisor's account?

    In other words, I need a way to filter the supervisors records based on the previous owner.

    Monday, December 15, 2014 3:58 PM

All replies

  • Hi,

    Don't create a new user for new salesperson. Just overwrite the user details of the previous salesperson with the new one.

    Regards, Saad

    Tuesday, December 16, 2014 4:40 AM