How do I bulk assign account owners?

If you need to assign an account owner to multiple accounts at once, you can use the bulk assignment feature.

Steps to Bulk Assign Account Owners

1. Navigate to the Accounts page in your dashboard.

2. Use the checkboxes to select multiple accounts that you want to assign an owner to.

   1. Optionally select filters to narrow down the set of visible accounts and select the checkbox at the top of the table to select all accounts that match the filters.

3. After selecting the desired accounts, look for the bulk actions menu at the top of the page.

4. Select the new owner from the dropdown list or search for the user you want to assign.