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?
Thanks in advance.