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gianco
Member

How to modify properties of multiple deals?

SOLVE

an agent just left the company so i want to assign all of their deals to a new one

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1 Accepted solution
himanshurauthan
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

How to modify properties of multiple deals?

SOLVE

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

Screenshot_2019-07-06 Deals.png

 

IMG: Bulk edit the owner property to new owner

 

 

Screenshot_2019-07-06 Deals(1).png

 

Thanks

Digital Marketing & Inbound Expert In Growth Hacking Technology

View solution in original post

1 Reply 1
himanshurauthan
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

How to modify properties of multiple deals?

SOLVE

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

Screenshot_2019-07-06 Deals.png

 

IMG: Bulk edit the owner property to new owner

 

 

Screenshot_2019-07-06 Deals(1).png

 

Thanks

Digital Marketing & Inbound Expert In Growth Hacking Technology