When someone leaves your team or you're reshuffling territories, move their tasks and events to another user in one go from the Agenda list view.
Reassign Agenda Items
- Go to the Agenda tab.
- (Optional) Filter or sort the list to find the items you want to move.
- Select the items:
- A few items: Check the box next to each one.
- Everything on this page: Check the box in the column header.
- Everything that matches your view, across all pages: Select at least one item, then click Select all N records in the bulk actions bar.
- In the bulk actions bar at the bottom of the screen, click More > Reassign.
- Choose the user who should own the items.
To move a departing user's records as well as their open tasks and events, reassign their data from Settings > General > Users instead. See Remove a User and Free Up Their Seat.
Need help? Contact support at customercare@pipelinecrm.com.