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Allocate Accounts to Multiple Owners (Agent)
Allocate Accounts to Multiple Owners (Agent)
Liam avatar
Written by Liam
Updated over a year ago

Go to the Account list. If you are not already there, click the 'Reload Area' (

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) option down in the bottom left corner of the screen.

Use the Filter and Search functions to select the list of accounts that you want to allocate the Owners to.

Click the Assign button on the Menu bar to the left: (

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)

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  1. Select the option of ‘All Accounts in current filter’, ‘Selected Accounts’ or ‘Number of Accounts’ as required.

  2. Select Assign to Multiple Owners.

  3. Select the relevant Owners from the Dropdown.

Click the Apply button:

button_apply

Click here to view a video guide covering this topic

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