- You'll need CRM Admin rights in order to follow the steps in this article
From the Admin Portal you are able to bulk move all Tasks/Recalls from one user of the CRM to another. This can be used if individuals are moving roles or you have a new starter joining your Company.
Step 1: Go to the Admin Portal
From within the CRM you need to click on the applications button in the top left of the screen and then select the 'Admin' option.
Step 2: Navigate to Data Management in Admin
This will then take you to the Admin Portal. From here select 'Data Management' from the tab on the left and then 'Move Tasks/Recalls' as shown below.
Step 3: Move Tasks/Recalls
This will then give you the option to select the 'Old User' and 'New User' from a drop-down. In the example shown below, clicking on 'Move Tasks/Recalls' will move everything from Dave to Katie.
From this section of the Admin Portal it will also show you if there are any users of the CRM who have been marked as 'Obsolete' or 'Left Company' and still have Tasks/Recalls assigned to them.
It will allow you to either clear the Tasks/Recalls or move them to another user of the CRM. This is very useful if individuals have left the business or changed roles.