How do I mass-transfer accounts, contacts and bookings to a new sales manager in Thynk?
By Thynk· Published · Updated
Filter records by owner or territory, select them and change the owner to the new sales manager in one action.
Full answer
Property admins can reassign records in bulk when sales responsibilities change.
- Filter the records by current owner, territory or property.
- Select the accounts, contacts and bookings to move.
- Choose the new sales manager as owner.
- Confirm the transfer, including related open activities if required.
Ownership stays accurate, clients keep a clear point of contact and sales performance reports credit the right person.