CloudLink Ideas Portal

Create a way to do a batch reassignment of leads from one rep to another

We often move reps from one territory to another or when a rep leaves and a new person is put into that territory we need to reassign all of the leads from one person to another - right now we have to do that by going into each lead one at a time and it would be better to do a "transfer all" from one rep to another.

  • Greg DeWalt
  • Jun 25 2019
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  • Jessica Mayher commented
    August 27, 2019 13:15

    Also include opportunity batch reassignment



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