Mass reassign opportunities
complete
A
Amanda Figueroa
When an agent leaves your firm, you should be able to mass reassign their opportunities to another agent (aka to another "opportunity owner). Currently, you have to do this one by one.
HIGHLVL-I-2167
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P
Pallavi Kothari
marked this post as
complete
You can bulk select opportunities and bulk edit them to assign them to a different owner now
P
Pallavi Kothari
Merged in a post:
Batch Update Opportunities
R
Rohan Williams
When salespeople in our organization leave and they have 100 opportunities I want to move to another salesperson I have to do it one by one. Why can't I just simply select all the contacts and opportunities and assign them to someone else in bulk.
M
Mark W Flockhart
Yes!
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Ammon Allen
Same, I ran into this issue with imports as well, despite following the import instructions, they didn't always assign to the proper user, being able to bulk-assign would have been a lifesaver