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Overview
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At the bottom of the advanced search box you've got options to save the filter and/or share it with your team.
Bulk Actions
You can use Bulk Actions to edit multiple Organizations at the same time. Use the checkbox in the top-left corner to select the appropriate Organizations.
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Changing Organization Owner
Just like Prospect owner, you can change the Organization owner as well. To change owner, click on the current owner name, select new owner from the drop-down and click the tick symbol (✓).
When updating the organization owner, system will show a prompt to change the owner for all prospects within the same organization too. This is useful especially where you'd like to bulk update the ownership of the Prospects in the same organization.
If the organization has any open deals or tasks, then system will also show a prompt to update the ownership of these organization level objects.
Merging Organizations
You can merge up to three Organizations into a single Organization record. When merging a record all timelines are merged into a single timeline.
Follow these steps to merge one or more records together:
Search for the record you’d like to merge.
Click the down arrow and select Merge as shown in the screenshot below.
Merge Settings
When the merge window appears there are four main areas:
The first column shows the Master Record. The Master Record will become the new record. All selected values from the duplicate records will be merged with the Master Record. Be default, the most recent value for each field is selected. All related timeline activities, notes, tasks, etc. will be associated with the Master Record.
Select additional records to merge with the original record selected for merge. You can select up to three total records to merge.
Pick each individual value that you’d like to use instead of the default selection. Changes appear in real-time under the Master Record column.
Add additional records to merge using the plus symbol.
