Change contacts ownership when Account Owner changes

Alex Spencer
Alex Spencer Member Posts: 1 VERIFIED MEMBER
edited May 14 in Sales CRM #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.

Answers

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 364 VERIFIED MEMBER
    100 Comments 5 Up Votes
    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. 

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,498 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers

    Hi @Alex Spencer this should be doable with bulk-editing from the list view, to change the owner on all those contacts in one go.