Hi Guys
I am not sure if this is possible to do through workflow as I have tried it many different ways and can’t seem to get it to work!
Scenario
Salesman 1 has an Opportunity
Salesman 1 Opportunity has “Held” & “Planned” Call records linked to it
Sometimes the Sales agent may change and we update the Opportunity Assigned to user from Salesman 1 to Salesman 2
Now, the needed workflow
For example if there were 2 “held” Calls and 3 “planned” Calls that were related to this opportunity, the assigned to user updates to match the new Opportunity assigned to for the “planned” calls only
Hope this makes sense