Bulk Transfer of Deal Ownership

Charlie Graham

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! 

Boris Tsibelman

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

What Boris said, This is what you see:

Charlie Graham

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

Jackson Smith

How do you undo this action? Is this possible?