Fortix PlatformFortix Freedom Business Systems Sales OpportunitiesBulk Action Change Owner for Multiple Opportunities

Bulk Action Change Owner for Multiple Opportunities

Bulk changes to multiple records is a great productivity tool in Fortix. This article explains how to change the owner in multiple records in Opportunities at once.

Open the Opportunities Page

Click the Tick boxes of all the opportunities that will be changed. Then Click the Actions Menu option - three dots.

Maximum of 1,000 records can be changed at once.

To change the Owner of all the selected Opportunities, Click the Owner Icon. The Opportunities page opens with the CHANGE OWNER form. Select the Owner to assign by entering the Name in the field.

Click SAVE.

The Owner for the Opportunities has been Changed.

0 Comments

Add your comment

E-Mail me when someone replies to this comment