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I am looking to move over all contacts and customers with their current and previous invoices and sales from a soon to be retired salesperson to a new salesperson. Is there a way to do this in bulk without going into each of the thousands of contacts (she is a long time employee) and manually reassigning to the new salesperson?

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Best Answer

- Group contacts by "Sales person"

- In the list view, open the grouping of the contacts of the sales person you want to change (none in the example)

- Select all by selecting the header checkbox

- Change the sales person of one of the selected contacts and confirm the change for all selected contacts


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