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RE: How do I change Sender field on campaign phone call?

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Craig, not sure if you have figured this out since our last discussion.  I've had a similar situation though...

I assign bunches of Opportunities to a manager, who then assigns them to reps.  The sender on the attached phone call then needs to be changed, so I created a view that allows me to change in bulk.

I do have to change them individually for each rep, which isn't the most efficient, but it works.

Advanced Find on Activities

Activity Type = Phone Call

Owner = "Rep Name"

Modified By = Current User (or the manager that just reassinged them)

Last Updated = Today

Activity Status = Open; Scheduled

With this search, you will get all the phone calls you just reassigned to a certain rep.  You can then change sender in bulk.  Thankfully I never have to do this for more than 5 reps.  If it is much more, then I probably wouldn't do this.


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