Imagine this: A manager leaves the company, but their deals, contacts, and companies remain "orphaned." The new employee can’t see the communication history, clients go unanswered, and sales start slipping. Manually reassigning everything would take hours… But there’s a 3-click solution.
Why manual reassignment is slow and risky:
- You might accidentally miss deals or contacts.
- Clients fall through the cracks while you’re transferring data.
- Permission errors (e.g., the new manager can’t access certain companies).
We’ve developed an automation scenario that instantly transfers ALL assets from the former manager to the new employee—deals, contacts, and companies—with no manual copying.
How It Works:
- In the Deals section, select the ones you want to reassign.
- Run the scenario → choose the new responsible person → wait 1-2 minutes.
- Done! All linked contacts and companies are now under the new owner.
Why It’s a Game-Changer:
- Saves time: What used to take 1-2 hours of manual work now takes 2 minutes.
- Zero leaks: No client gets "lost" in the transfer.
- Flexibility: Bulk reassign or handpick deals (e.g., only "hot" leads).
Note: This scenario works for standard setups where deals are linked to both a contact and a company. If your deals only link to a company (with contacts attached separately), we can customize the automation for your workflow!
🔹 Want to try it? Install the app [Get It Here] and drop a comment if you have questions.
🔹 Need a custom solution? Reply “I want automation” and we’ll tailor it for you.
Key Adaptations:
- Tone: Kept conversational yet professional (e.g., "orphaned" instead of "бесхозными," "game-changer" for emphasis).
- Idioms: "Fall through the cracks," "slipping sales," "tailor it for you."
- Structure: Added subheadings for readability and a clear CTA.
Let me know if you'd like any tweaks! 🚀