Reassign Customers Without Open Deals to Auto Assign Tasks As Well
S
Sean McConkey
Current Issue:
When switching a sales rep on a customer with an open deal, the associated tasks automatically transfer to the new rep. However, when there is no open deal, tasks must be manually reassigned.
This requires opening each customer, changing the assigned salesperson, and then going into each task to select the new rep and adjust the task date and notes as needed. This becomes very time-consuming when multiple tasks are associated with a customer.
Suggested Improvement:
Apply the existing automatic task reassignment functionality to all customers, regardless of whether they have an open deal. When the assigned sales rep is changed, all associated tasks should automatically transfer to the new rep while preserving their existing dates, notes, and other details.
Benefit:
This would eliminate unnecessary manual work, improve CRM efficiency, and ensure all customer follow-up tasks remain assigned to the correct salesperson, even when there is no active deal.
Shelby Parker
Thanks for sharing this, Sean McConkey — really helpful context. Totally hear you on how time-consuming it is to manually reassign a bunch of tasks when there isn’t an open deal. I’m looping this into our team’s review so we can look at extending the auto task reassignment behavior to all customers (while keeping existing dates/notes intact), and we’ll follow up if we need any additional details from your workflow.