Assigning Users: Bulk Assign Multiple Users from Lists and Custom Reports - Shape Software - Automate your business!

Assigning Users: Bulk Assign Multiple Users from Lists and Custom Reports

Need to manually re-assign multiple records to multiple reps in a round robin fashion? Using the bulk select option on your list pages or “Batch Actions” in custom reporting, select the users in which you’d like to round robin re-assign records to. Previously, this supported assigning records in bulk to a single user, now Shape supports multi-user re-assignment.

 

Select records you’d like to re-assign using the bulk select options on your list views, press “Assign” on the top row and select the users in which you’d like to round robin the records to.

Select records you’d like to re-assign using the bulk select options on your list views, press “Assign” on the top row and select the users in which you’d like to round robin the records to.

 

In Custom Reporting, use the “Batch Actions” to re-assign and select the users in which you’d like to round robin the records to.

In Custom Reporting, use the “Batch Actions” to re-assign and select the users in which you’d like to round robin the records to.