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Bulk Update Record Ownership
Bulk Update Record Ownership

How to bulk update candidate, company, contact, job & deal owners

Jason avatar
Written by Jason
Updated over 2 months ago

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⭕ How to Bulk Update Record Ownership?

To bulk update the ownership of multiple records at once, follow these steps:

  1. Select the Records: Choose the records you want to update.

  2. Click on Action and select Update Ownership.

Once the ownership is updated, the change will be logged as a comment in the activity feed for each record.

⭕ Managing Bulk Update Permissions

The ability to take bulk actions is controlled on a per-user basis. To enable or disable this permission:

  1. Go to Settings > User Management.

  2. Select the user whose permissions you want to change.

  3. Click on Permissions Tab.

  4. Check or uncheck the box for Bulk Update Permission. This can be configured per entity.

Please refer to the video below for your visual guidance:


Happy Recruitment #TheVinnyWay🤩

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