Account Owner change

Alex Spencer
Alex Spencer Member Posts: 1

It would be great that when you change account owner that it automatically changes all the contacts on that account to the new owner instead of having to do this manually each at a time.

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  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 373
    5 Up Votes First Comment
    edited July 2021 #2

    I know in our case that wouldn't be very good for us since we have multiple people in our organization that manage different people at the client organization. 

    There may be something you can create in automation workflow to accomplish this automatically.