Reassigning the Account Manager or Account Owner

You can use the Bulk Action Update field to change the [account manager] or account owner for one or more accounts, for example after importing records.

Note: This feature may not be available on all the List views or for all the users.

To update one or more records:

Open the Accounts List view.
View the group or lookup results that contain the records you want to update.
- To update the account manager or owner for imported accounts, use Query Builder to create a group with ACCOUNT.IMPORTSOURCE equal to or starting with the name of the import file.
Select one or more records. To select more than one record, press Ctrl or Shift keys, and highlight the records.

Note: If you do not select any records, you are asked if all the records in the group must be used. If you select Yes, all the group records are selected.
In the Task Pane, click Update.
To update the account manager only:
1. Select Account Manager from the list.
2. In the To field, click (Find) and use the lookup to find a new [account manager].
To update the owner only:
1. Select Owner from the list.
2. In the To field, click (Find) and use the lookup to find a new owner.
To update the [account manager] and owner:
1. Select [Account Manager] from the list.
2. In the To field, click (Find) and use the lookup to find a new [account manager].
3. Click (Add Property).
4. Select Owner from the list.
5. In the To field, click the Find and use the lookup to find a new owner.
Click OK.

If records were not updated due to security reasons, you are prompted with a message to click the link to see a group of records that have not be updated.