Trail makes it possible to assign profiles in bulk to another adviser within your organisation 👍 This can be used to effectively manage ownership of clients between various adviser users in your organisation en masse.

To begin this process, first go to your Contacts tab and click the Profile view, like this:

From this area, select the profiles you want to bulk re-assign to another user by clicking the checkboxes on the left hand side. After you have selected one or more profiles, a second right hand menu will appear as follows:

(Note that you may also use the checkbox at the very top left of this view to select all profiles loaded on your screen. This is by default 50 profiles, but can be extended by scrolling down)

Using the right hand side menu, you may utilise the Assigned To option to select a new adviser that ALL selected profiles will then be re-assigned to:

After you have made your selection, it is important for you to click the Save Changes button to implement your changes!

All selected profiles will then be re-assigned to your intended adviser and you'll see a record of this on your client profiles 👍