Skip to main content

How to change Sales Rep assignment - Bulk

How to change Sales Rep assignment - Bulk

Emilie avatar
Written by Emilie
Updated this week

When a sales rep leaves an organization, all of their deals can be switched to another sales rep in bulk.

To do this, a company admin or super admin can remove the Sales Rep role from the user's profile. Use the "Manage Users" quick link on the home page, or go to Your Roles > Sales Company > Company Users. Search for the desired user and click "Edit" on the right under the "Actions" column.

Scroll to the section User Roles & Permissions. Click on Remove under the Sales Rep role and a new page will open to allow the reassignment of deals. A dropdown menu will allow the selection of any other active sales rep in the company. Select the user to reassign the deals to and click "Make All Reassignments".

Did this answer your question?