Bulk Operations
he Bulk Operations feature gives you the ability to apply a change to multiple projects at once.
The Bulk Operations actions currently available are:
Reassign Sales Reps Projects This Action allows you to reassign the Sales Rep on the selected projects.
New Bulk Operations actions will be coming soon!
Performing a Bulk Operation
Navigate to the My Workspace page.
Use the Advanced Filters to narrow down the projects that you can select from in the Bulk Operations page. For example, if you would like to reassign a specific Sales Rep's projects in the last month to another Sales Rep, use the Sales Rep and Date filters in the Advanced Filters to display only the projects relevant to the Sales Rep in question on the Workspace.
Select the Bulk Operations button in the top right of the page.
Further narrow down the specific projects you would like to apply the Bulk Operation to by using the tick boxes and the search feature to select specific projects, or use the Select All Projects button to select all projects that are currently displayed in the results.
Select the Process button in the bottom right of the page.
Select the Reassign Sales Reps Projects tickbox and select a user to use as the replacement Sales Rep from the dropdown.
Select the Complete Bulk Change button to apply the change.
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