Can I mass transfer ownership of clients to another user?

I recently imported all my business contacts and so I am listed as their financial advisor (using wealth management version) I would like to the firm's advisor listed in that location. Is there a way I can make this change without doing it manually? Thank you!

3 Antworten

Martijn Reekmans (Sapa Building System)
25. Jan. 2012, 08:52
Or you can download the free "Mass transfer contacts" app from the AppExchange forum which allows you to easily and quickly transfer contact ownership from one user to another.

http://appexchange.salesforce.com/listingDetail?listingId=a0N300000019LqxEAE

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Can I mass transfer ownership of clients to another user?

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