CRM Assign one owner in bulk action
planned
M
Maher Massah
CRM, select more than one name to change the assigned owner for these contacts.
Other CRM platforms have this simply important option.
Please update this future as soon as possible.
Log In
W
Wesley Rocha
Standard Feature guys! Please!!
C
Ciera@ShieldWolf Strongholds
I get leads in bulk and would love to be able to assign them in bulk to one user.
P
Pallavi Kothari
Merged in a post:
Mass Assign To User
B
Braeden Moffat
There needs to be a button in the smart lists section to mass assign contacts to a specific user. For example, selecting 50 contacts and then one button "Assign To" and select a user. I'm surprised this isn't a feature already. Going through the hoop of making a workflow and changing the user everytime is obnoxious.
A
Anthony Olivieri
Need this for assigning followers too!
M
MThomas AgencyAdmin
THIS IS SO IMPORTANT TO BE DONE :) What a garbage service if you cant bulk assign contacts to users
W
Wilson Enriquez
Desparately need this!
M
Maher Massah
Wilson Enriquez i'm trying to push them since day one i have put this idea, but till now they just planned it for (i don't know when it will be finished)
A
Aditya Jha
Maher Massah Wilson Enriquez this could help solve your problem. Let me know if interested.
W
Wilson Enriquez
Aditya Jhayeah, that seems like it would take care of it. Where would I do that?
N
Nic Verdino
Is this still missing? currently need to assign 317 contacts to one person and have no idea how to do it without going into every contact
M
Maher Massah
Nic Verdino the only available way now is to do in simple workflow, assign to user, then select the contacts you want, then add them to the workflow.
A
Aditya Jha
Nic Verdino are you still facing this issue?
N
Nic Verdino
Aditya Jha I can make it work through a workflow. But how do I split 100 contacts and assign 50 to one person and 50 to another?
A
Aditya Jha
Nic Verdino you can have 2 workflows for each owner and assign to the respective workflow. We found this cumbersome and built a solution for ourselves. Can share it if you're interested.
N
Nic Verdino
Aditya Jha ahhh. Interesting. If you could share that would great!
S
Sean Rodriguez
Currently need this
A
Aditya Jha
Sean Rodriguez still looking to solve this? built something for myself that i can share.
E
EQUIPO MANGLAR
This is urgently needed, ALL customers are asking for it, it's embarrassing to say that you can't
M
Maher Massah
EQUIPO MANGLAR true
A
Aditya Jha
EQUIPO MANGLAR same. so we built a solution ourselves. let me know if interested.
M
Michelangelo Kwarteng
Use a workflow to achieve this
t
test 1
Michelangelo Kwarteng The point is to make it simple and easy. please add your vote.
M
Maher Massah
Michelangelo Kwarteng workflow is the long way, it should be just by one click. all other CRM do it in one click. it is one of the simple and main important tool. imagine a company with 40 call center staff, and they have every week or two staff changing, so they need to switch names very fast and easy.
A
Aditya Jha
Michelangelo Kwarteng great job. thank you for sharing this.
Load More
→