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 is not available on all the list views or for all the users.

To update one or more records:

Access the Accounts list view. See Using the Account list view
View the group or use the lookup results that contain the records you require to update. See Using lookup
- 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. See What is Query Builder?
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.
Click Update in the Task Pane. See Using the Task Pane
Select Account Manager from the list to update only the account manager.

Note: You can click Find and use the lookup to find a new account manager in the To field.
Select Owner from the list to update only the owner.

Note: You can click Find and use the lookup to find a new owner in the To field
To update the [account manager] and owner:
1. Select [Account Manager] from the list.
2. Click Find and use the lookup to find a new [account manager] in the To field.
3. Click Add Property.
4. Select Owner from the list.
5. Click the Find and use the lookup to find a new owner in the To field.
Click OK.

If records are 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.