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.
The Owner for the Opportunities has been Changed.