You have the possibility to reassign individually or in bulk data to another Manager. This can be done on the Candidates, Resources, Opportunities, Projects & Billing (Orders only) modules.
Reassign data
If you wish to reassign individually, the easiest is to go to the relevant data and indicate who the new Manager is on the Information tab.
Module > relevant profile > Information tab
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Reassign in bulk
If you wish to reassign several data to another manager at the same time, we invite you to use the bulk change feature.
Relevant module
Select the opportunities to reassign to another manager
Click on the icon to reassign in bulk
Choose the manager you'd like to assign the data to
Confirm the change
Pre-requisites
Only the Managers with the necessary rights can proceed with the changes. If you do not have enough permissions, get in touch with your administrator.
