Announcements
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.
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.
Thanks ever so much!
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Jump in, show your community spirit, and win prizes!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Hamza H 140 Super User 2026 Season 1
Nagaraju_Matta 128
Abhilash Warrier 70 Super User 2026 Season 1