I need to Assign a leads of one salesperson to another salesperson
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Hi,
Yes it is possible to assign a leads of one salesperson to another salesperson by setting the particular rule to corresponding salesperson by which the salesperson will also get the same lead.
for example if salesperson A receive a leads from Belgium and also wanted the salesperson B to receive the same set of leads, in that case you can set rules in such a way that the salesperson B also receives the leads from Belgium.
Hope it helps
Where do I go to access this view?
In case if you have massive leads to modify , you need to add new action : Change assignment , It is just like merge action but only change saleperosn or may be team it self.
Meanwhile as a workaroud use export and import feature.
Option1)
The best way is to Export your leads/Opportunity with ExternalID for that Salesperson.
Replace the Salesperson in XLS/CSV file and import it back.
Option2)
Write a server action with python code.
Hello,
Open the Lead/Opportunity form view and change the salesperson.