How can I bulk edit contacts associated with organisations owned by a specific user?

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dwightbailey
dwightbailey Member Posts: 8
Name Dropper First Comment
in Sales CRM #1

I have alist of contacts at organisations owmed by a specific user - I need to bulk edit the contacts to be owned by the same user that owns the organisation. How do I do this please?

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  • Edie Mew
    Edie Mew Member Posts: 170
    First Anniversary 5 Up Votes 5 Likes First Answer
    #2
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    Hi @dwightbailey

    You could create a filter against the contacts where the owner is the user you are now assigning the organisations to.

    Then in that list, tick the top box to enable bulk edit. A side panel appears on the right of your screen and you will then find the data field - Organisation owner (ensure this column is visible in your list view) and update the owner

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,535
    First Anniversary First Answer 5 Up Votes 5 Likes
    #3
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    Filter Conditions in the list of People View:

    • Org owner is XYZ
    • Person owner is NOT XYZ

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