Bulk Change Lead Owner/Salesperson

You can bulk change the lead owner/salespeople for multiple leads in the People tab. You can also assign or re-assign or un-assign using this function.

1. Go to the People tab.

2. Click  Refine list to view filters.

3. Tick boxes of leads you want to change.

4. Click More Bulk Action > Change Salesperson

5. Select salesperson. Tick box to confirm.

6. Click Confirm.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us