Bulk-update the account owner

Have a new team member joined or switched responsibilities? Re-assigning existing records can take a lot of time - especially if no admin can help quickly.

With Weflow, you can quickly assign Accounts, Opportunities, Contacts, Leads, and Custom Objects in seconds. Learn how below.

1-minute video tutorial

Step-by-step guide:
 

1. Go to the Pipeline within Weflow

• Open up Weflow
• Go to the pipeline section within Weflow

2. Create a view that contains all records that need assignment

• Use the quick filters to filter e.g., for existing owners
• Alternatively, you can also filter for records with no owner assigned or other custom rules

3. Select all checkboxes of the records you want to assign

• Click  on the checkbox at the top of the pipeline list to select all records within the view
• Or alternatively, select only specific records from the list

4. Use the bulk updating feature

• As soon as you select a record via the checkboxes, the bulk update button will become available in the header selection
• Click on the bulk update button and select the "Owner" field from the list
• Select the owner and click save
• Confirm your decision

5. Done!

• That's it! You made it.