Bulk Reassignment
J
Jahmel Hemsley
Reassigning leads by bulk will save time
Shelby Parker
Thanks for sharing this, Jahmel Hemsley — totally hear you on how much time bulk reassignment could save. To make sure we’re scoping the right thing, can I ask a couple quick questions: are you looking to bulk reassign just leads, or other items too (opportunities/appointments/tasks)? What situations are driving the need today (staff changes, coverage shifts, balancing workloads, etc.)? And when you do a bulk reassignment, what kind of logic do you need — assigning a selected set to one owner, distributing across a team, or reassigning based on criteria like source/store/date?