Update activity owner after deal owner change to new owner
Update activity owner after deal owner change to new owner
Your activities still show the prior owner after an owner change, causing missed tasks and client follow-ups. Reassign activities to the new owner automatically so work continues same day.
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Overview
When ownership moves, outstanding tasks can remain assigned to the wrong person and client follow-ups get missed. This workflow automatically reassigns those activities to the new owner so case work resumes immediately and same-day coverage is preserved.