Changing a responsible user for multiple records

To reassign a record to another person:

  1. Go to the Tasks, Leads, Opportunities, or Projects page.
  2. Select or create a list of records using filters or the tags index.
  3. Tick the checkboxes for all the records you'd like to update. You can tick the box at the top to select all records on the page.
    Bulk_assign-user2018.png
  4. Click the Bulk Edit button.
    bulk-butt.png
  5. Click the Change Field Value checkbox and select Responsible User.
    Change__values.png
  6. Select the new user from the Change to dropdown list.Change_user.png
  7. Click Save Bulk Edits.
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