an agent just left the company so i want to assign all of their deals to a new one
Hello @gianco
This can be easily done in HubSpot Sales > Deals.
For this you can bulk edit the deals and assign a new value in their property.
All you need to do is:
1) Filter out all those deals who have assigned owner for the old agent ( agent that left)
2) Save this filter.
3) Then on these filtered deals, do a bulk edit and select the owner property to change. Assign new value ( new owner that you want ) in that property. and Save.
IMG: Select all the filtered deals
IMG: Bulk edit the owner property to new owner
Thanks