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Why Activities are account-based and will transfer when you transfer the account to another AE. How By transferring an account to a new AE, all activities (including future activities) will transfer to the new AE.
When transferring an account to a new AE, all activities (including future activities) will transfer to the new AE.
Any future activities assigned to an AE will be transferred to the new account owner if that account is:
- Merged with an account and a new account owner is selected.
- Transferred to a new account owner and approved via account challenge to a new account owner.
- Transferred by the entire AE List to a new account owner.
- Duplicate accounts are merged.
Three key points to remember:
1. Previous account owners will not see future activities for accounts they no longer own.If an account is transferred to a new owner in one business unit, the previous owner can still access it in another unit, but future activities will not be transferred.
3. The new account owner will not have visibility into future activities entered by the previous owner, although all recurring activities (both past and future) will be transferred to them.