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Mass Transfer Records Between Users

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Summary
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Previous: Update Existing Records with the Data Loader

Use the Mass Transfer tool to transfer multiple Companies, Properties, Comps and other objects from one user to another.

  1. From Setup, click Data Management | Mass Transfer Records.
  2. Click the link for the type of record to transfer.
  3. Optionally, fill in the name of the existing record owner in the Transfer from field.
  4. In the Transfer to field, fill in the name of new record owner.
  5. Enter search criteria that the records you are transferring must match. For example, you could search Companies in California by specifying Billing State/Province equals CA.
  6. Click Find.
  7. Select the checkbox next to the records you want to transfer. Optionally, check the box in the column header to select all currently displayed items.
  8. Click Transfer.


 
Next: Mass Delete Records

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