how to change all compagny owner to the new sales representativ

SOLVE
tim1468
Top Contributor

Hello,

The old sale representative has lived the company, we have a new one, but how I can do for change the owner off all the companies in one time? because change it one per one or  page /page is way too long if you have a database for more thousand of customers? is they a way to change all from the old to the new staff?

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1 Accepted solution

Accepted Solutions
MatthewShepherd
Solution
Key Advisor

Hi

 

You can filter your list of companies by owner as follows:

hs-comp-filter.png

 


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

Matthew Shepherd

An Inbound Growth Agency
Platinum HubSpot Partner

View solution in original post

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9 Replies 9
MatthewShepherd
Key Advisor

Hi @tim1468 

 

You can bulk assign company records (or contacts) from the company (contact) records screen.

 

In the top nav menu click Contacts->Companies. If you are reassigning all companies check the checkbox in the top left of the table. Select all companies using the "Select all..." link that appears in the blue bar at the top of the table. Click Assign at the top of the table and then choose the Hubspot user to assign these to. See screenshot below.

 

 

hs-company-assign.png

 


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

Matthew Shepherd

An Inbound Growth Agency
Platinum HubSpot Partner

0 Upvotes
tim1468
Top Contributor

Hello Matthew, 

 

Thanks, but with your option, i can only select all companies on the active page, this mean maximum 100 companies, but i want be able to switch all companies that was owned by a specific user only

Regards

 

0 Upvotes
MatthewShepherd
Key Advisor

Hi

 

Once you click the first checkbox selecting all of the first 100 companies you should see a blue bar appear above the first row of the table with a clickable link saying something like "All 100 companies on this page are selected. Select all 422 companies." Click on that link to select all companies. See step 2 in the screenshot.


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

Matthew Shepherd

An Inbound Growth Agency
Platinum HubSpot Partner

0 Upvotes
tim1468
Top Contributor

Yes I see this but i not want to select all companies but only the companies of the previous sales representative

0 Upvotes
MatthewShepherd
Solution
Key Advisor

Hi

 

You can filter your list of companies by owner as follows:

hs-comp-filter.png

 


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

Matthew Shepherd

An Inbound Growth Agency
Platinum HubSpot Partner

View solution in original post

0 Upvotes
tim1468
Top Contributor

great thanks a lot 🙂

0 Upvotes
MatthewShepherd
Key Advisor

You are very welcome. If this answered your question, could you mark the answer above as a solution, please?


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

Matthew Shepherd

An Inbound Growth Agency
Platinum HubSpot Partner

0 Upvotes
PerryP
Participant

When you reassign the compaines will all the contacts get reassigned too? 

0 Upvotes
JessicaH
HubSpot Alumni

Hi @PerryP,

 

That depends on your settings.

If this setting is enabled the contacts will automatically get reassigned too.

owner.pngTake care!

Jess 


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