Here you may find how to reassigning data to someone who already uses Pipeliner CRM.
Here is an example on how to perform bulk update of the ownership of the sales leads:
- Run Pipeliner CRM.
- Go to the "Leads."
- Click on the "Options."
- Open Options Filter.
- Filter all "Leads" per owner.
- Click "Bulk Update" › "All Visible."
- Search for the field "Ownership."
- Select the new owner and follow the process of reassignment.
At the end of this process, do not forget to sync Pipeliner CRM to send the changes to the server.