Assigning SDR's

[CLennon]

Hi all,

I was just wondering as you can only assign contact and company owner en masse, if anyone has got a tip that in the situation I created a field called: "SDR Owner" if I can assign these to the SDR in a batch?

Cheers

Callum

[karstenkoehler · Accepted solution]

Hi @CLennon,

Could you specify your request? Generally, the bulk editing options are available for contact ownership assignment as well as default and custom properties – only in slightly different places:

Contact ownerships managed through the "Assign" option, other properties can be edited under "Edit":

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

[CLennon]

This answers my question perfectly. Thank you so much, for some reason I didn't know the edit button was there.

Cheers
Callum

[karstenkoehler]

Glad to hear, @CLennon! If you consider this thread closed, you can accept my earlier post as a solution. This will also make it easier for others to find this information.