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.