Mass Assign Accounts to a Team
Admins have the ability to add multiple accounts to a team in one click. Below is an overview of how this is done:
As an admin simply go to the
Accounts Grid and filter the accounts down to the ones you'd like to assign to a team. As seen below I've filtered my list down to just accounts in the state of GA (
click here to learn more about filtering accounts):
Next choose the team you'd like to assign every Account in the filtered list to by choosing from the "Assign to Team" dropdown (remember, only available to admins):
Confirm the message and away it goes! In my example all 18 accounts i've filtered down to will be assigned to the "Quality Department" team i've setup.