CRM

MSawa
Member

Searching for accounts with changed owner

SOLVE

Hi,

 

I'd like to search for accounts that have changed owner from one person to me. Please help.

 

 

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1 Accepted solution
TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Searching for accounts with changed owner

SOLVE

Hey @MSawa you can do this through the lists tool, if you create an active list you can filter by contact properties > Contact owner > "Has ever been equal to any of (previous owner username)" AND "is currently (your username). 

If you like you could also check for recent re-assignments, something like "contact owner has been updated in the past X days AND contact owner equals (your username)" 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a consultation

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1 Reply 1
TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Searching for accounts with changed owner

SOLVE

Hey @MSawa you can do this through the lists tool, if you create an active list you can filter by contact properties > Contact owner > "Has ever been equal to any of (previous owner username)" AND "is currently (your username). 

If you like you could also check for recent re-assignments, something like "contact owner has been updated in the past X days AND contact owner equals (your username)" 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a consultation

Did my post help answer your query? Help the community (and me) by marking it as a solution.