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.
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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.
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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 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 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?
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
P
Pallavi Kothari
planned
Thanks for all the feedback we received - the central idea to be able to bulk update the owner for multiple opportunities/contacts in one go is a part of the current quarter's roadmap and we are working on the same.
M
Maher Massah
Pallavi Kothari Thanks for your follow up. wish you all the best😊
t
test 1
Pallavi Kothari , hi, can we know when the plan will be live? it is taking too long to have this live.
t
test 1
Pallavi Kothari, on Jan 2024, we posted the idea, we got the under planned on May, as it will be ready in the current quarter, which means Jun, but now we are in Sept 2024, still the idea, under planned, we have add, update company option, which is not very important. but we still need to struggle to make a simple transfer for contact owner in a simple click. Please fast forward this to be simple.
M
Mauricio Ortega
Pallavi KothariThank you i need it
M
Maher Massah
Pallavi Kothari I wonder when is this planned to be ready!!!!!????
I
Ian Dorrepaal
Finding it hard to understand why this isn't already a feature. Was just searching how to do this for a client who wants to assign all of their current unassigned opportunities to a team member
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