- 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.