You can easily assign multiple records to a user as once by using the Bulk Edit feature. It's as easy as selecting the records and choosing the owner. Follow the steps below for a complete walk through.

Note: Only Account Owners and Managers can perform this batch assignment. If you do not see this option in your system, ask your Account Owner or Manager to complete this task, or promote your account to the Manager permission level.

You'll find this feature on the records under Companies, Licenses, or Contacts.

You can also use it on any existing Saved List.

Once on list of records, you'll notice check boxes next to each row. Check those that you'd like to assign to an owner - as soon as you select one, you'll see new options at the top of the column.

Alternatively, you can check the box in the header row to select all records on your list. You can even further filter your assignments to all the records currently visible using the arrow menu to the right of the checkbox. This is a powerful tool with a lot of configurations to help you edit just the records that meet your criteria!

Once you've selected the records you'd like to assign, you'll use the Person icon on the right to select who to assign them to. Scroll through the list, or type the name of the person you're looking for in the search field at the top of the selection list.

Next, Check the box next to the user you'd like to assign the records to.

Be aware of the Hyphen Icon next to a user, as it indicates that at least one of the records on the list is already assigned to them. Selecting a different owner here will overwrite the assignment, removing the existing owner from the record.

Also note that you may select multiple owners from this menu. The system will split the records evenly between the users selected.

After making your owner selections, click Apply at the bottom of the list.

You'll be asked to confirm your intent to make these assignments by asking for a quick comment. Give us a summary of why you're making this batch edit, and then click Continue.

The Batch Assignment will then process. You'll get an alert in the upper right hand corner of the system, letting you know the changes are queued and will be completed shortly.

Note: The process could take up to 15 minutes to complete, depending on the quantity of records on your list. You are free to work in other areas of the system the update processes.

Still need help? Reach out to the support team by clicking the on-screen help icon or by emailing

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