Auto re-assign activities when a deal is re-assigned?

Michiel Van Hove_18935
Michiel Van Hove_18935 Member Posts: 1 VERIFIED MEMBER
edited April 24 in Workflow Automation #1

hi there, 

We have setup a situation that our office managers re-assign incoming deals to our account managers. 
For every deal we have a set of standard automated tasks that are created. 
By default new deals and the underlying auto-generated tasks are assigned to the office manager.

Question: is there a way to automatically re-assign the tasks/activities as soon as the deal is re-assigned? Currently we notice that whenever an office manager re-assigns a deal, the underlying activities remain linked to the office manager instead of transferring to the assigned account mgr. 

Would save us some time if someone would know a way to do this? Have been looking in Automation section and Zapier, but did not find a solution. Anyone can help? 

image

Thanks in advance.

5fa1036ad2e4ec204b900ecf_41325.png

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,611 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited November 2020 #2

    A simpler solution would be to create these activities after the deal has been reassigned.

  • Inês Batata
    Inês Batata Posts: 2,012 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited November 2020 #3

    Hi @Michiel Van Hove !

    Following up to @Amit Sarda 's suggestion above, one way to put it into practice is to slightly alter your flow: have an automation that assigns the deals to the office managers and another one that creates the activities in the deals once the deals have been assigned to someone else.

     

This discussion has been closed.