Need to transfer contacts from one rep to another representative

Is there a quick way to transfer all the contacts of the user A to user B, based on a variable such that the State?

For example: User A has all contacts in Florida, Georgia, Hawaii. User B is new and will take all the contacts for Florida. How can I transfer all the contacts from Florida to user B.

Thank you

Mike

You will find the procedure detailed in the format PDF OD.

Once the rules are set up, you can extract all records (which require the transfer of the new owner) od to excel and assign the field "Reassign the flag" (probably by adding a new column) a value of 'Y' so that when you download return records, the Manager of the assignment will run on records and assign the new owner respectively.

Please note that it takes a day to activate the rules that you create / change in the management of the assignments.

Kind regards
Sumeet K.

Tags: Oracle

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