Skip to main content

I need to do some account ownership changes but made a mistake and started in the opportunity module and bulk actioned the “sales rep” first. We match our sales rep to the account owner so I meant to start in the property module, then bulk action change the account owner so then in the opportunity module I could display in the account owner and sales rep and then bulk action change the sales rep. Since I did this in reverse, it looks like I will have to go record by record and change them unless someone happens to know a work around?

Be the first to reply!

Reply