Link assignment of Org, Person and Deal
Use case: when re-assigning an organization from one rep to another, we have to
- Change the assignment at the Oganization level
- Change the assignment at the Contact level - for EVERY CONTACT INDIVIDUALLY
- Change the assignment at the Deal level - - for EVERY DEAL INDIVIDUALLY
Missing any of these leads to great confusion, as reps have deals and activities assigned to them for account they no longer handle, etc.
Is there any way to have the org level change cascade automatically down to all Contacts and Deals under that org?
Comments
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There is currently no way to make it cascade.
A good workaround is to have 3 list views ready [one on each object] and through the list view, do a mass update.
This way you just need to update it in each object, rather than having to go into each record individually.
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Hi @Chris Rozon , we appreciate your feedback!
To build on @Boris Tsibelman 's suggestion, his article will help you (even if it's not necessarily the case that you're deactivating a user but just re-assigning things): Viewing and reassigning the data of a deactivated user.
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The same problem occurs when re-asigning a deal to another rep. If people or organizations are set to be seen only by owners, reasigning a deal leaves the new owner without any contact info, if the re-asigner does not remember to asign the people as well.
There should be a setting that allows to set whether to asign attached organisations, deals or persons with the organization/deal/person you are re-asigning.0 -
You can automate cascaded assignments/ownership changes using Make/Integromat.
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
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