CRM

JChance
Member

How to change deal owner for ALL jobs at once?

SOLVE

I was wondering if there is a way to change the deal owner for all projects at once? Like a mass switch. We are in the process of re-assigning jobs from one person within our company to another. Do I have to go into each deal individually and change the deal owner or is there a way to do it all at once? 

 

Thanks! 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to change deal owner for ALL jobs at once?

SOLVE

Hi @JChance,

 

You can make use of HubSpot bulk edit feature. Navigate to Menu > Sales > Deals and pick the list view ( karstenkoehler_0-1620100205493.png ). Click on More filters in the center of the screen and make sure you have the right filters applied (e.g. all filters removed, deals from a certain Pipeline or Deal stage, deals from a certain Deal owner etc).

 

Once everything looks good, tick the checkbox at the top left, then the Assign button:

 

karstenkoehler_1-1620100380111.png

 

You can find an overview of all ways to change ownership here.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to change deal owner for ALL jobs at once?

SOLVE

Hi @JChance,

 

You can make use of HubSpot bulk edit feature. Navigate to Menu > Sales > Deals and pick the list view ( karstenkoehler_0-1620100205493.png ). Click on More filters in the center of the screen and make sure you have the right filters applied (e.g. all filters removed, deals from a certain Pipeline or Deal stage, deals from a certain Deal owner etc).

 

Once everything looks good, tick the checkbox at the top left, then the Assign button:

 

karstenkoehler_1-1620100380111.png

 

You can find an overview of all ways to change ownership here.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.