Fortix PlatformFortix Freedom Business Systems Sales OpportunitiesBulk Action Change Owner for Multiple Opportunities

Bulk Action Change Owner for Multiple Opportunities

Bulk changes to multiple records is a great productivity tool in Fortix. This article explains how to change the owner in multiple records in Opportunities at once.

Open the Opportunities Page and find the Opportunities which ownership needs changing.

The quick link in the address bar is: /?opportunities

Click the Tick boxes of all the opportunities that will be changed. Then Click the More Menu option and select Change Owner,

Maximum of 1,000 records can be changed at once.

. The Opportunities page opens with the CHANGE OWNER form. Select the Owner to assign by entering the Name in the field.

Opportunities - Profile Fortix - Google Chrome

Click SAVE.

Opportunities - Profile Fortix - Google Chrome

The Owner for the Opportunities has been Changed.

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