Disable system reassignment of person ownership when deal reassigned
Please either change the expected behavior of the system or allow us to disable the change of ownership that happens automatically when deals are reassigned to not have the associated person ownership also updated automatically.
5
votes
AdminMaria Herrell
(customer experience manager, Pipeline)
shared this idea
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Greg Mittman commented
Also any tasks associated with that deal get's reassigned to the new owner as well. Need to stop that.
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Right now when a deal gets transferred to another member of our team so does any remaining tasks on the deal as well as ownership of ALL the contacts associated with the deal. Can we stop these Task & Contact ownership transfers from happening automatically?
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Chris Zrout commented
When a deal owner changes it also changes the owner of the people associated to the deal. We would like the option to retain the people owners.