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Reassign Users

Linda Souza

Is there a way to select certain Opportunities and reassign to different Users on one screen?  It seems under the "Reassign User" option, it is all or nothing.   

List of opportunities with a selection box choose only those selected and then choose a User, then make another selection and choose a different user.

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    AFAIK, mass update allows to reassign a filtered number of Opp records  to only one user at a time

    Also note - no Opp related records like open Tasks or scheduled Meetings will be reassigned along with Opps  - that's why mass update approach in this case might take time in comparison to configuring the automation. 

    However, I would agree with clubbers that approach could be considered in case of one-time operation of reassignement and for Opp only  - when configuring of automation for repetitive work makes no sense.

    Otherwise I would configure the Sugar platform to make this work for me regularly 

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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  • 0

    AFAIK, mass update allows to reassign a filtered number of Opp records  to only one user at a time

    Also note - no Opp related records like open Tasks or scheduled Meetings will be reassigned along with Opps  - that's why mass update approach in this case might take time in comparison to configuring the automation. 

    However, I would agree with clubbers that approach could be considered in case of one-time operation of reassignement and for Opp only  - when configuring of automation for repetitive work makes no sense.

    Otherwise I would configure the Sugar platform to make this work for me regularly 

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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