I have existing tasks for contact under old lead owners…how do i assign tasks to new contact lead owner?
can this be done?
I have existing tasks for contact under old lead owners…how do i assign tasks to new contact lead owner?
can this be done?
Go under Admin - Reports.
Run the Task Note report
After selecting the criteria of the notes or tasks you want, choose the checkbox in the top left of the list to select them all, then use the Actions dropdown and one of those gives you the ability to reassign.
Thanks for that, how do i get those tasks to match the contact and then ensure they are with the assigned owner?
Tim:
Not sure what you are asking.