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

dwightbailey
dwightbailey Member Posts: 8 VERIFIED MEMBER
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: 167 VERIFIED MEMBER
    Third Anniversary 100 Comments 25 Up Votes 25 Likes
    #2

    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: 1,609 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #3

    Filter Conditions in the list of People View:

    • Org owner is XYZ
    • Person owner is NOT XYZ

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