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
Wilson Enriquez
Desparately need this!
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
S
Sean Rodriguez
Currently need this
M
Mauricio Ortega
urgentemente se necesita esto, TODOS los clientes lo piden, da vergüenza decir que no se puede
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.
P
Pallavi Kothari
We recently released the feature to be able to bulk update owner in multiple opportunities in Labs.
Do check it out here: https://ideas.gohighlevel.com/changelog/bulk-edit-opportunities
Y
Yusuf Young
Pallavi Kothari so good thank you Pallavi!
T
Tayla Cameron
Pallavi Kothari what about contacts though?
N
Nagui (AMBI) Bihelek
Pallavi Kothari Thanks but that’s not the same thing. We’re talking about selecting many contacts and assigning a user in bulk.
P
Pallavi Kothari
Nagui (AMBI) Bihelek Thanks for the request
We are working on updating owners of multiple contacts in bulk also next which will be built in a similar fashion to bulk edit of opportunities.
t
test 1
Pallavi Kothari thanks for the new update, but this is not the same as what we want, simply it is as what I've showed you in that meeting, we want this to be in the contacts where usually it is there in other CRM.
D
David Bennett
Pallavi Kothari, when is the expected rollout of this enhancement?
M
Marisa Amirian
Pallavi Kothariarr we going to get functionality to bulk edit all custom fields in contacts?
M
Maher Massah
Pallavi Kothari not all the contacts are in opportunities, many of them are not.
simple make it available on the contact selection, and it is simple programming. please add it there, it is not logical to wait for almost one year for a simple update.
T
Tory Smith
This is such a basic fundamental thing. Idea submitted 7 months ago, is there an ETA?
E
Emily Fiore
essential
G
GoEnergy Services
It would be great if also when bulk asigning contacts you can bulk asign opportunity for the contact
P
Pallavi Kothari
Merged in a post:
Bulk Assign actions/updates to Contacts in Smart Lists
Bulk Assign Contacts in Smart Lists to Specific Users.In Contacts and Smart List I'd love the ability to select specific contacts and perform an action on those list update a field, assign to a user, add to a campaign, add to an opportunity etc. This would be similar to how we add tags in bulk.
HIGHLVL-I-1744
Load More
→