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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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    If you want a convenient and user friendly way to reassign opportunities (and other records in different modules), please consider the plug-in RT Sugarboards. It provides an easy-to-use Kanban view of your modules where the records are grouped by different criteria including users. You can simply drag and drop the opportunities from one user's column to the other and it will be reassigned to that user. It works well with the native filter function of SugarCRM, allowing you to sort through the opportunities before you reassign them to a new user. For more  information, please visit our website.

    Rolustech
    Experts in CRM Solutions for specific needs

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    If you want a convenient and user friendly way to reassign opportunities (and other records in different modules), please consider the plug-in RT Sugarboards. It provides an easy-to-use Kanban view of your modules where the records are grouped by different criteria including users. You can simply drag and drop the opportunities from one user's column to the other and it will be reassigned to that user. It works well with the native filter function of SugarCRM, allowing you to sort through the opportunities before you reassign them to a new user. For more  information, please visit our website.

    Rolustech
    Experts in CRM Solutions for specific needs

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