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Moving owner to unassigned

  • 5 October 2022
  • 3 replies
  • 37 views
W

I have a large database of companies.  I need to move a number of them to no existing owner but I want to keep the information.  I cannot figure how to move from an existing owner to unassigned as unassigned is not showing as an option

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Best answer by Chris from Copper 6 October 2022, 16:50

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Chris from Copper
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Hi @wade6301,

Thank you for submitting your question to the Copper Community!

Here is how to bulk update your company owner to no owner:

  1. Bulk select the records you would like to update.
  2. Click on Edit Details in the Bulk Action toolbar.

     

  3. Under the Owner Field click the small “x” then click off and do not select an Owner, below is what the result should look like.

     

  4. Click on “Update”, if you are updating a large number of records, it may take a few minutes before your records are updated.

 

Thank you for submitting your question! Please let me know if you have any trouble making the change. 

Kind regards,

Chris

W

thanks!  that is simple enough

P

What would the “unassign” variable be in automation? I can see how you change it to a specific user, but I can’t see how you’d change it to blank.

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