How to Update Proposal Owner in Bulk

Sales managers can use the bulk proposal owner update feature to quickly assign multiple customers and their associated proposals to specific team members. This helps streamline proposal management and ensures the right team members are assigned to the right customers.

Follow the steps below to update proposal owner information in bulk.

Step 1: From the main menu, select “Customers”.

Step 2: Mark the checkbox next to “Customer Name”.

Step 3: Select a user from the “Assign Selected Customer's Proposals To:” dropdown.

Step 4: Click “Assign”.