One of the sales people has left the business and I would like to assign all of their leads etc to one of the other sales people but I cannot seem to find any way to do this on the CRM.
Is there a recommended way to achieve this?
One of the things I have tried is to change the user Access Permissions so that when they are in a lead, they can reassign themselves as the assigned user but it doesnt seem to be possible unless they have admin privileges.
This would be a messy option though and it would be easier if there was a way to simply reassign all of User A's calls/leads etc to User B.
any help would be much appreciated.
Is there a recommended way to achieve this?
One of the things I have tried is to change the user Access Permissions so that when they are in a lead, they can reassign themselves as the assigned user but it doesnt seem to be possible unless they have admin privileges.
This would be a messy option though and it would be easier if there was a way to simply reassign all of User A's calls/leads etc to User B.
any help would be much appreciated.
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