What happens to my open activity if I transfer my records to a different owner?
When you change the ownership of a record, you will have the option to transfer some or all the open activities, like meetings and tasks, to the new record owner.
Related Articles
Assigning Record Owner
The assign owner action lets you automatically ascribe ownership to a record when the associated workflow rule is triggered. This action applies to all the triggers except delete of a record or cancel of a meeting. If a record satisfies more than ...
Common Operations with records
Record Navigation Navigation primarily means the process of moving back and forth within the records. In Zoho CRM, navigation allows easy movement between the records; it provides options to choose the number of records to be displayed in one page ...
Sharing Records
Collaboration with team members or others in the organization is integral to any business. For some, collaboration means conducting meetings, having discussions on phone or sending information via email while for some it is sharing data with peers ...
Record Owner Suggestion in Assignment Rule
Zia can suggest a suitable record owner(s) based on specific criteria. If the organization has setup assignment criteria then Zia will draw a pattern from those rules to identify the most suitable record owner. For example, you can set a criteria ...
What happens to an activity if I change my record ownership?
If you change the owner of the records (leads, contacts, accounts, cases etc.), all the open tasks/events get assigned to the new record owner.