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CRM Idea Center
Categories Accounts & Contacts
Created by Ashley Scrimo
Created on Mar 6, 2025

View search selection hold for bulk updating ownership

On a view, add a way to search for an account under the All Accounts View and check the box, then search for another account and a third etc. before selecting “bulk action-assign owner”. Make it where each box you checked under different search criteria holds their selection before needing to select “bulk action-assign owner”.

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