Bulk Transfer of Deal Ownership
Hello - Is it possible (or can you please make it possible :-) to do a bulk transfer of deal ownership?
For example, I am taking over a sales territory. The current owner of those deals is moving into another role/territory. He has several deals and I would prefer to transfer them all at once to me if possible.
Thanks!
Comments
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Hey Charlie,
You can do the bulk transfer of ownership in a list view.
Create a list view that filters down to that specific sales territory.
Then on the page, select all the records, and a box will slide out on the right side.
You can do this in bulk, all at once.
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What Boris said, This is what you see:
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That worked very well. Thank you @Boris Tsibelman and @Brad Krause
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How do you undo this action? Is this possible?
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When you transfer this ownership, the Notes put in by the original owner do not transfer with the Deal or the Organization. They are "hidden" to the new owner. This is an extremely frustrating feature. The Notes are often very important to the account and should be visible to the new owner.
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