Video

Reassigning Inactive-Owned Records

blue rectangle with orange light bulb and headshot of LeanData Head of Training Kevin Au

As you deactivate Users in Salesforce, you will start to have records owned by these Inactive Users. Learn how to regularly go about reassigning inactive-owned records to active reps, without having to run manual batches.

LeanData Tips and Tricks videos are short videos to walk you through how to set up specific use cases. These are great to learn new ways to leverage LeanData that you might not have thought of! Explore more Tips and Tricks videos in the Resource Center for more ideas.

Need help with LeanData? Check out our Help Center for documentation.

Since you’re interested in reassigning inactive-owned records to active reps, you may also be interested in our Tips and Tricks video on Managing Volume with Recurring Routing Jobs.

Tags
  • Lead Management
  • Operations
  • Revenue Orchestration
  • Tips & Tricks

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