Bulk Transfer of Deal Ownership

Charlie Graham
Charlie Graham Member Posts: 2

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! 

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 851 PIPEDRIVE TEAM
    5 Likes Premier Solution Provider First Anniversary First Answer
    edited January 2021 #2

    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.

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 374
    5 Up Votes First Comment
    edited January 2021 #3

    What Boris said, This is what you see:

    image
  • Charlie Graham
    Charlie Graham Member Posts: 2
    edited January 2021 #4

    That worked very well. Thank you @Boris Tsibelman and @Brad Krause  

  • Jackson Smith
    Jackson Smith Member Posts: 1
    edited April 2021 #5

    How do you undo this action? Is this possible?