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Operate - Assigning multiple records to users in essensys Operate
Operate - Assigning multiple records to users in essensys Operate

re-assigning multiple leads, opportunities, accounts, tasks and licences to a different or new user

Stuart avatar
Written by Stuart
Updated over a week ago

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>Opportunities 

  • 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)

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