You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How to unassign inactive users from leads and opportunities automatically

Received Response
in Sales 3 comments


Once the user become 'Inactive' under User and Roles, we would need to assign user manager to existing open leads and opportunities. Currently, if user become inactive, he is still kept assigned on these objects. Is there any configuration which can be done to automatically unassign this user and instead assign his manager to these object. That way, users manager would be able to assign the lead/opp to other salesreps as appropriate.

Content (required):

Version (include the version you are using, if applicable):

Code Snippet (add any code snippets that support your topic, if applicable):

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!