In Operate you can use the mass update option to assign or re-assign records to specific users.

To do this, navigate to the module you wish to assign the records from - e.g to reassign tasks go to tasks for Opportunities go to Sales>OpportunitiesĀ 

  • Select the records you wish to update (1)
  • Click on update (2)
  • Select owner from the list of available fields (3)

You can then choose a new owner from the list of options in the dropdown (1)

Did this answer your question?