Changing a responsible user for multiple leads, opportunities, or projects

To reassign leads, opportunities, or projects to another person:

  1. Go to the Leads, Opportunities, or Projects page.
  2. Create a list of records using filters or the tags index.
  3. Tick the boxes for all the records you'd like to update. You can tick the box at the top to select all records on the page.
  4. Click More and select Change Responsible User.

    Bulk_assign-user__1_.png

  5. Choose the new responsible user.
  6. Click Save.
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