08-03-2011 06:44 AM
I have a lot of opportunities which I can look up by record manager. I would like to transfer these opportunities to another record manager but the record manager field is not listed in the EDIT / REPLACE FIELD / REPLACE DATA drop down menu. I can replace them one by one but there are about 1500.
If I were to delete the incumbent record manager from my users would I be prompted to reassign her opportunities to someone else?
This seems like it could become a recurring problem since sales people rotate and I need to be able to hand off their opportunities.
Thanks for any advice.
08-03-2011 08:45 AM
I would suggest you check website desighr1.com as they have an addon called swiss army knif and this may be a solution for you. If not I would contact them as they may be able to modify to suit your situation