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Philipp Mathis 님이 #Data Management에 질문했습니다
Hello

 

In our org, the owner of the account owns also all the belonging contacts in general.

 

But there are some few exceptions were the contact owner differs from the account owner (e.g. longterm relationship, personal connection etc.)

 

Can we somehow mark those contacts, that in the future when there is a new account owner and we want to mass transfer the accounts with all belonging contacts to this new owner->only the one that aren't flagged will get assigned to the new owner? the others remain with the same old one.

 

many thanks

 

Is there a way to prevent some contacts from being mass transferred to new account owner?
답변 3개
  1. 2017년 12월 7일 오후 4:45
    You could do a bulk update.  Just deactivate the rule, do a bulk update, and reactivate the rule
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