15
Migrated to CRM online and some quotes were assigned to other users and not the proper ones. Some Leads were assigned to other users and I'd like to know how to transfer the Leads, Quotes and opportunities to the correct person that it belongs too.
Thanks ever so much!
Seems like you had an issue with your mapping tool. You will to use the source system find the record ownership. Check the record online and reassign the owner.
Need more details of how you got the data their to describe how to fix it.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (