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Brittany480
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Brittany480 on May 12, 2021
Mass Delete Tasks on the Contact/Company Record
We have a trigger set so any contact marked as "New" will trigger a series of future tasks to ensure there is no fall through. However, once we determine the lead no longer needs follow up (either we disqualify them as a lead, or its a lost sale) we read more
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Kara on January 18, 2019
Reassigning tasks when ownership changes
Currently, you can only bulk assign tasks to one owner at a time. What if someone leaves or regions change and leads are reassigned to multiple people? It would be nice to have outstanding tasks move to the new owner once assigned.
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Brittany480
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May 10, 2021
Yes! I know theres a way to assign all from one user to another, but in our company doesn't do it that way. We split the leads between the remaining ...read more
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