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Author's profile photo Former Member

Automatic transfer of open leads/opportunity to Manager when sales employee leaves

Hello,

We have a business requirement if any sales employee leaves and we want to re-assign the open leads and opportunities to either his manager/new hire. Is there way we can re-assign them without having to do like mass change? More like an automatic by entering this data one time to update in leads and opportunity..

If assigning to manager for short period and then when new employee join these leads/opportunities are transferred to him/her once again.

Is there a way to custom build to achieve this or any existing process already exist?

Your quick response is highly appreciated.

Many thanks in advance for your help.

Thank you,

Shashi

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      Author's profile photo Former Member
      Former Member

      Hi Shashi,

      There are two ways and depending upon scenario you can use them.

      1. You can manage auto submit approval for Lead & Opportunity via scoping to the reporting manager of any sales employee. This way such Lead / Opportunity will be standing with Sales Manager, unless Sales Manager will not approve the same.

      Scoping1.jpg

      Scoping2.jpg

      Scoping3.jpg

      2. You can go to Task Distribution and then either choose Workflow Rules or Employee Work Distribution. Here you can create your condition on which basis Lead/ Oppt. can be moved among different people depending upon your requirements. Hope this will help!

      Task Dist..jpg

      Regards,

      Hemant