Bulk reassign to a new user
T
Tessa Ashford
We have to reassign contacts when team members leave and doing it one at a time is a HUGE problem. We have thousands of records. Please build an option for bulk reassign asap. Pleeeeease!
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S
Sales & Marketing
Merged in a post:
ASAP: Bulk Reassign Contact problem
D
Davit Kikvadze
I need automation to reassign multiple contacts to another employee. How should my client, who has 70 sales employees and periodically needs to reassign contacts, do this? That's why I need a multiple contact reassignment function.
S
Sales & Marketing
Merged in a post:
Can we bulk select opportunity stage contacts to transfer owners
V
Vishal Manocha
I am looking for bulk select opportunities under different stages and transfer owners. e.g. in attempting contact stage, how can i bulk select 531 opportunities transfer owner?
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R
Rob Calhoun
Right now you can do it by adding them to a workflow with assign user action. But this should be a native option in bulk actions.
R
Rosebell Bicar
Pallavi Kothari This is very important, I don't want to be stuck reassigning contacts to another employee/user one by one.
D
Davit Kikvadze
Pallavi Kothari 🙏
G
George Katamadze
Any update?