Change Salesperson - Bulk

In this article, you'll learn how to bulk assign, re-assign, or remove salespeople to leads. You can apply filters and segment your list of leads using 'Refine List'.

1. Click on the People tab.

2. Select the people for which you want to edit the salesperson.

3. Under More Bulk Actions, select Change Salesperson: Membership or Change Salesperson: [Name of Secondary Sale Type].

4. Select the salesperson (choose 'Unallocated' to remove salesperson).

5. Click the checkbox 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