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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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    I would do that with configuring - I would use Logic Builder to draw reassignement logic as command Tag with User specified - I suppose active tasks by target Opps should be reassigned too, right? - then just write the tag in the Opps list view to reassign the Opp along with activities that belong to the Opp to another user specified in the Tag name

    Another option that come into mind is to draw SugarBPM business rules for routing Opps to users as you need then initiate Process Definition for the list of Opps.

    That could also work

    Best Regards,
    Dmytro Chupylka

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

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  • 0

    I would do that with configuring - I would use Logic Builder to draw reassignement logic as command Tag with User specified - I suppose active tasks by target Opps should be reassigned too, right? - then just write the tag in the Opps list view to reassign the Opp along with activities that belong to the Opp to another user specified in the Tag name

    Another option that come into mind is to draw SugarBPM business rules for routing Opps to users as you need then initiate Process Definition for the list of Opps.

    That could also work

    Best Regards,
    Dmytro Chupylka

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

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