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Reassign Ownership of Agenda Items in Bulk

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Maria Herrell
Updated 2 weeks ago
If someone leaves your team (or you’re reshuffling territories), you can quickly move Agenda item ownership from one user to another using Bulk Reassign in the Agenda tab. This lets you update one item—or hundreds—in just a few clicks.  

Bulk Reassign Agenda Items
  1. In the left side navigation, click on the Agenda tab.
  2. (Optional) Use filters and/or sorting to narrow down the items you want to move.  
  3. Select the items using the checkboxes on the left:
    • Select individual items one by one
    • Select all items on this page using the checkbox in the column header
    • Select all items matching your current view: click the header checkbox, then click the underlined total number of matching items
  4. Click Reassign in the toolbar above the list.
  5. Choose the user you want to assign the items to.  

Need help? Contact support at [email protected].
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