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The new Learner
Mass reassign opportunities on button click
Hi Experts,
I have the below requirements, can anyone help me out?
-Mass Reassigning of opportunties also transfers the assignement of the related open activities to the new opportunity owner(Opportunity should not be Closed Lost and Closed Won)
-Be able to multi-select opportunities to reassign allowing a manual selection of a single, multiple, or all opportunities.
I have the below requirements, can anyone help me out?
-Mass Reassigning of opportunties also transfers the assignement of the related open activities to the new opportunity owner(Opportunity should not be Closed Lost and Closed Won)
-Be able to multi-select opportunities to reassign allowing a manual selection of a single, multiple, or all opportunities.
Did you try creating a list view button ?
Thanks,
Thanks for the reply I have to cover below two points, when is reassigning all the opportunities whose stages are not closed won or closed lost , including activities which is should not be closed, and point number two is only selected Opportunities whose stages are not closed won or closed lost and including activities should not be closed.
I got the below link is working for only selected opportunities , I want all the opportunities and also I am not able to add filter critieria closed won or closed lost and activities.
https://cloudmantras.com/2021/01/10/how-can-i-mass-update-account-ownership-from-a-list-view/