How to assign ex employee leads and targets to the new employee

SuiteCRM Forum - English Language
1

How to assign ex employee leads and targets to the new employee.

Hi,

I am new to suite CRM. One of my employee has left, I am figuring out how can I assign his leads and target to the new hired one.

2

Welcome to the community!!!

There is a function called Mass update in SuiteCRM when you are in listview of most of the modules. From there you will see the available fields you can update for multiple records you have selected on the list. that option is displayed at the bottom of the page when you select the Mass Update option.

If the "Assigned to " field is not present, you will need to add it from Studio. check here for instructions on how to do it:
https://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Adding_a_Field_to_Mass_Update/

3

Thank a lots, will try it right away.
Glad to have a reply.