You have the option to reassign a card to a new manager or to bulk reassign cards to another manager. This option applies to the Candidates, Resources, Opportunities, Projects, Billing modules (Orders only).
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Reassign a card
If you want to reassign a single card to another Manager, the simplest way is to go to the card in the relevant module and, from the "Information" tab, set the new Main manager in the "Main manager" field.
Relevant module > relevant card > Information tab
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Reassign multiple cards
If you want to reassign multiple cards to a manager, I recommend using bulk modification.
Relevant module
Select the Opportunity card(s) to assign to another manager using the corresponding checkboxes
Click the icon for bulk modification
Choose the main manager to whom you want to assign these Opportunities
Confirm your choice
Prerequisite
Only Managers with the appropriate rights can perform this operation. To obtain such rights, please contact your administrator.
