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Bulk update record ownership
Bulk update record ownership

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

Annabella avatar
Written by Annabella
Updated over a week ago

To bulk update owners across multiple records, select records > Action > Update Ownership:

These will be logged as a comment in activities:

The ability to take bulk actions is permissible per user. To enable/disable this action:

  1. From the menu go to Settings > User Management

  2. Select the user > Permissions

  3. Select the checkbox to enable the bulk update permission. This can be done per entity.

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