Update Responsible Employee Single Dialog Workspace

Use this workspace to update the responsible employee on a group of CRM entries by entering selection criteria and a new responsible employee and then using the Update action.

This action updates the responsible employee on all entries in the selection criteria:

  • For contact persons, it updates the Responsible Employee No. field.
  • For opportunities and contact companies, it updates the Sales Rep. No. field.
  • For events, it updates the Employee No. field.

The Update action only updates entries to which you have access.