CRM

tim1468
Colaborador líder

how to change all compagny owner to the new sales representativ

resolver

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 Soluciones aceptada
MatthewShepherd
Solución
Asesor destacado

how to change all compagny owner to the new sales representativ

resolver

Hi

 

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

hs-comp-filter.png

 

Matthew Shepherd

Freelance HubSpot Consultant
CRM Consultant | SEO Specialist

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

Ver la solución en mensaje original publicado

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9 Respuestas 9
MatthewShepherd
Asesor destacado

how to change all compagny owner to the new sales representativ

resolver

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

 

Matthew Shepherd

Freelance HubSpot Consultant
CRM Consultant | SEO Specialist

Did my post help answer your query?Help the community by marking it as a solution.
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tim1468
Colaborador líder

how to change all compagny owner to the new sales representativ

resolver

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

 

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MatthewShepherd
Asesor destacado

how to change all compagny owner to the new sales representativ

resolver

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.

Matthew Shepherd

Freelance HubSpot Consultant
CRM Consultant | SEO Specialist

Did my post help answer your query?Help the community by marking it as a solution.
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tim1468
Colaborador líder

how to change all compagny owner to the new sales representativ

resolver

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

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MatthewShepherd
Solución
Asesor destacado

how to change all compagny owner to the new sales representativ

resolver

Hi

 

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

hs-comp-filter.png

 

Matthew Shepherd

Freelance HubSpot Consultant
CRM Consultant | SEO Specialist

Did my post help answer your query?Help the community by marking it as a solution.
0 Me gusta
tim1468
Colaborador líder

how to change all compagny owner to the new sales representativ

resolver

great thanks a lot 🙂

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MatthewShepherd
Asesor destacado

how to change all compagny owner to the new sales representativ

resolver

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

Matthew Shepherd

Freelance HubSpot Consultant
CRM Consultant | SEO Specialist

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

how to change all compagny owner to the new sales representativ

resolver

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

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JessicaH
Exmiembro de HubSpot
Exmiembro de HubSpot

how to change all compagny owner to the new sales representativ

resolver

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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