Connective

When you make personnel changes or add a new process to your business, going through each individual client record to update them can be time consuming. Mercury Nexus saves you the hassle, with a bulk assign feature that allows you to update multiple records in seconds.

You can use the Bulk Assign feature to assign tasks to multiple Opportunities in the one go. To do this:

Open the CRM app and select Opportunities from the main left-hand menu.

Use the Apple or Windows key to highlight the opportunities you want to assign the task to.

Choose either Assign to all or Assign to selected. Note: Selecting Assign to all will apply the change to every record in your database.

Select the Task type from the drop down.

- Delegate you want to assign the task to.
- Due Date.

Your request will be processed, and the records updated accordingly.

1. Open the CRM app and select Opportunities from the main left-hand menu.
2. Use the Apple or Windows key to highlight the opportunities you want to assign the task to.
3. Click on Bulk Assign.
4. Select Tasks.
5. Choose either Assign to all or Assign to selected. Note: Selecting Assign to all will apply the change to every record in your database.
6. Click Next.
7. Select the Task type from the drop down.
8. Add the relevant details including:
 - Delegate you want to assign the task to.
 - Due Date.
9. Click on Create Tasks.
10. Your request will be processed, and the records updated accordingly.

Note: If the user who you are reassigning tasks from is Inactive, they will not appear in the filter for delegate. Temporarily enable the account prior to reassigning the tasks.

Can I bulk reassign tasks?