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.
- Go ahead and select lasso on the left hand menu, then hit the ‘select’ button at the top of the pane.
- Highlight the accounts you want to assign, and once selected, click “Mass Update” at the bottom of the Lasso pane.
- 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.
- Click “Update Accounts” and you’re done.
You can also watch this video about the lasso feature: