Bulk change to account manager

Question

HI 
 I want to change a group of companies from one account manager to another. How do I go about it for a large number of accounts? 
 Thanks

Sage CRM · Answer

I think there are a couple of ways you can do this. 
 1) A System Administrator can reassign records from one user to another : Reassigning records and disabling users ( https://help.sagecrm.com/on_premise/en/2023R1/Administration/Content/Administrator/US_ReassigningRecords.htm ) 2) A user (with the correct rights) can carry out mass update operations: See https://help.sagecrm.com/on_premise/en/2023R1/Administration/Content/Administrator/GR_PerformingMassOps.htm

Sage CRM

Bulk change to account manager

Top Replies

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING