Simple solution When changing one Owner (Ie Deal owner) allow the option to automatically change both Company owner and Contract owner at the same time and vice versa.
Or
Alternatively have a cross over field that is searchable so users can do it themselves.
This is such a simple and easy thing for HS to do, I am surprised more people have not request this. Currently I was able to easily move over four hundred contact owners but I am going through each deal to look to see who the contact owner is so I can assign them the deal. It is pain staking.
Has anyone figured out how to do this with a workflow? We are using workflows to assign deal owners, but the contacts do not change owners with the deals.
we need an option to change owner at bulk with simple selection of muliple deals/company/tickets/contacts/task…
Hi AmirGK
You can change owners in bulk already, but you need a work flow to tell the system that if you change an owner of a contact it will also change the deal owner. I am sure it would work for tickets and task as well. This workflow works when I change ownerships in bulk or one at a time. Hope this helps
