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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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    Hi Linda,

    I believe you are just looking for updating few opportunities from one user to another user. You can do it by adding the filter in the list view for assigned to filed and filter the records and do a mass update. You can select 1000 records at one time and update them. In this way, you can update all the records.

    The other easiest way you can achieve this is by creating the report (which only filters the records of the User) and export that report in a CSV file. You can reimport these records (CSV file) by giving the New User Name in the Assigned User Name column. 

    If you want to reassign the records from Inactive User to the other user, you can go through this link.

    Hope this helps,

    PK,

    https://www.bhea.com

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  • 0

    Hi Linda,

    I believe you are just looking for updating few opportunities from one user to another user. You can do it by adding the filter in the list view for assigned to filed and filter the records and do a mass update. You can select 1000 records at one time and update them. In this way, you can update all the records.

    The other easiest way you can achieve this is by creating the report (which only filters the records of the User) and export that report in a CSV file. You can reimport these records (CSV file) by giving the New User Name in the Assigned User Name column. 

    If you want to reassign the records from Inactive User to the other user, you can go through this link.

    Hope this helps,

    PK,

    https://www.bhea.com

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