Reassignment accounts and opportunities

Posted on by CU10051306-0

Hi,

Does anyone know how accounts can be reassigned to other users but without the opportunities associated with that account being reassigned as well?

In particular, when an account is reassigned to another user, all opportunities associated with that account are reassigned as well. This would not be a problem if we consider the opportunities that are in the /Open/ state, but the problem is that the opportunities that are in the closed state are also reassigned as /Won/ or /Lost/ and the idea would be that these opportunities continue to be assigned to the original owner that closed them as such and that only opportunities in /Open/ status are reassigned to the new owner so that they can be managed.

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