This activity is used to transfer the responsibility for customers or deals from one sales representative to the other e.g. when sales reps are onboarded, leave the company or change responsibility. The Reassign CRM Records assistant help sales admins to change ownership of CRM records in batch. You can change the main representative and/or the representative to the selected sales representative. If Reassign Only Main Representative option is selected, only records where the From Representative is main representative will be updated. If CRM Access is used and the From Representative has been shared access to CRM records, the access can be transferred to the To Representative with the assistant. The assigning process can run in the foreground and also in the background.
There are no prerequisites.