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?
You can make use of HubSpot bulk edit feature. Navigate to Menu > Sales > Deals and pick the list view ( ). 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:
You can make use of HubSpot bulk edit feature. Navigate to Menu > Sales > Deals and pick the list view ( ). 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: