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Allocate Data to an Owner (Agent)
Allocate Data to an Owner (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.

Select the list of data you want to allocate. Do this using the Filter and/or Search options.

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

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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 Owner.

  3. Select the relevant Owner from the Dropdown.

Click the Apply button:

button_apply

Click here to view a video guide covering this topic

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