CRM

Thankyou
Participant

Transferring Bulk Deals

SOLVE

How do i transfer bulk deals over to a new contact?

 

The origianl person that were were in contact with about all the deals is moving on, and so we need to assign the deals to a new contact.

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

Transferring Bulk Deals

SOLVE

Hi @Thankyou,

 

Are you referring to re-assigning deals from one internal user to another? If so, the fastest way to do so would be this:

 

karstenkoehler_0-1716522738607.png

 

  1. Select the user from the dropdown to find all deals (make sure you're in the "All deals" tab, unfiltered)
  2. Select all deals (make sure to pay attention to the blue bar if it shows to select deals on following pages as well)
  3. Re-assign deals

If you mean that you have a new external contact you'd like to assign to deals, then it depends how big the deal volume is. For anything up to 50 deals, I would do this manually: https://knowledge.hubspot.com/records/associate-records#edit-or-remove-associations-on-a-record

 

If we're talking about more than 50 deals, you would have to export those deals and prepare an import file with information from multiple objects (contacts + deals). https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#multiple-objects-with-associ... - using the deal ID and the contact's email address.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

View solution in original post

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

Transferring Bulk Deals

SOLVE

Hi @Thankyou,

 

Are you referring to re-assigning deals from one internal user to another? If so, the fastest way to do so would be this:

 

karstenkoehler_0-1716522738607.png

 

  1. Select the user from the dropdown to find all deals (make sure you're in the "All deals" tab, unfiltered)
  2. Select all deals (make sure to pay attention to the blue bar if it shows to select deals on following pages as well)
  3. Re-assign deals

If you mean that you have a new external contact you'd like to assign to deals, then it depends how big the deal volume is. For anything up to 50 deals, I would do this manually: https://knowledge.hubspot.com/records/associate-records#edit-or-remove-associations-on-a-record

 

If we're talking about more than 50 deals, you would have to export those deals and prepare an import file with information from multiple objects (contacts + deals). https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#multiple-objects-with-associ... - using the deal ID and the contact's email address.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes