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

If you need to re-assign a lead, opportunity, or project to another Insightly user, you can do this with the Change Responsible User selection in the bulk editing options.

From the Leads, Opportunities, or Projects page, select your group of records using the Filter list, which includes a custom filter option. Once you’ve filtered the proper group of records:

  1. Click the checkbox in the header row above the records. This will select all visible records.
  2. Click the More button and select Change Responsible User to perform the maintenance on all the selected records.

    Mass maint Change resp user

  3. A dropdown will then appear with a list of your Insightly users to select from. Choose the new responsible user and all selected items will be transferred.
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