Customer Relationship Management Blogs by Members
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Former Member
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We have a business requirement if any sales employee leaves and we want to re-assign the open leads and opportunities to either his manager/new hire. Is there way we can re-assign them without having to do like mass change? More like an automatic by entering this data one time to update in leads and opportunity..

If assigning to manager for short period and then when new employee join these leads/opportunities are transferred to him/her once again.

Is there a way to custom build to achieve this or any existing process already exist?

Your quick response is highly appreciated.

Many thanks in advance for your help.

Thank you,


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