Hi Team,
Please, do you know any alternative for mass assignment/reassignment of representatives?
It could be the case of replacement of a representative who leaves the company for another, or in the case of redistribution of commercial areas or markets.
Any idea?
Hello,
From my understanding in this matter, I believe this needs to be done manually from the Lead/Customer/Supplier/Business Opportunity record.
Kind regards,
Eric
Hello,
I’ve just found this thread on my subscriptions, since my last update there has been a new functionality implemented in IFS Cloud called “Reassign CRM Records” which allows you to do just the requested functionality. This is specially useful when a Representative is leaving the company or changing roles within the same company and won’t any longer be required as a representative.
Kind regards,
Eric
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.