How to Use Lasso to Assign Accounts (WebApp)

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  5. How to Use Lasso to Assign Accounts (WebApp)

Ever wanted to assign accounts to your reps in bulk? The Lasso tool allows you to assign multiple accounts to a sales rep at the same time.

  1. Go ahead and select lasso on the left hand menu, then hit the ‘select’ button at the top of the pane.lasso-assign-selected
  2. Highlight the accounts you want to assign, and once selected, click “Mass Update” at the bottom of the Lasso pane.lasso-assign-mass-update
  3. On the “Mass Update” screen, scroll to the bottom and click “Select” under “Account Owner.” This will allow you to assign accounts to members of your team.
  4. Click “Update Accounts” and you’re done.

You can also watch this video about the lasso feature:

 

 

 

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