Skip to main content

Reassign one or more cards to another manager

Written by Charlie Troccaz
Updated over 3 weeks ago

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).


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

Capture_d_e_cran_2020-03-17_a__23.36.26.png


Reassign multiple cards

If you want to reassign multiple cards to a manager, I recommend using bulk modification.

Relevant module

Capture_d_e_cran_2021-07-05_a__11.39.22.png
  1. Select the Opportunity card(s) to assign to another manager using the corresponding checkboxes

  2. Click the icon for bulk modification

  3. Choose the main manager to whom you want to assign these Opportunities

  4. Confirm your choice

Prerequisite

Only Managers with the appropriate rights can perform this operation. To obtain such rights, please contact your administrator.

Did this answer your question?