Transfer contacts & other records from one salesperson to another
Similar use cases: Find records that match certain criteria and modify them / send mails / create tasks
Sometimes, like when a salesperson leaves the company, you need to transfer his / her contacts, deals etc. to another salesperson. This UTron will make it easy. You can also achieve this using Bulk Update.
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Logical Flow:
- Find all records which are assigned to an old salesperson
- Assign all those contacts to a new salesperson
This example transfers contacts. You can repeat it for companies, deals etc by changing the type of records and following a similar process for each type of record that you want to transfer.
Logical Flow for similar use cases:
- Find all records that match certain criteria
- Modify fields you want to change. Similarly, you can also create tasks or send emails.
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- When to execute: Now
- On which records: Contacts
- Filter criteria: Assigned To = (Select old salesperson)
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Action: Modify record
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Details of Modify record:
- Assigned to : (Select new salesperson)
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Details of Modify record:
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