Under the Assign section, Bloobirds allows you to reassign companies from one team member to another.
You can reassign companies one by one or several at the same time.
One by one
On the top menu, select Lists then Companies.
Use the Filters to find the company you want to reassign.
We suggest to filter by the field Assigned to, then select the user name of the company that you want to reassign and click on ACCEPT.
And click on CONFIRM.
Now you have the list of companies that are assigned to this user.
Find the company you want to reassign and click on the name to open up the company form.
The company profile opens up change the name of the owner on the drop down menu to the person you want to reassign the company and click on SAVE.
Several companies at the same time
Bloobirds has a functionality that allows you to reassign several companies at the same time from one team member to another.
This is useful when for example, an SDR has left the organisation and the companies he was prospecting need to be reassigned to another team member.
Note
The companies reassigned will keep the same cadence and status. If you need to restart the cadence or change the status of the company you can do it manually.
How to do it
Go to the section Assign on the left menu.
Click on Filters at the top right.
Change the field Status by deselecting Backlog.
On the field Assigned to, choose the name of the current owner of the companies and click on APPLY FILTERS.
Bloobirds will show the list of companies in any status that are assigned to the selected owner.
If you want to assign all of them in bulk to another user, click on Select all.
If you want to reassign only a few, on your keypad press the Control or Command key and click on the companies you want to select.
Once selected, drag and drop them to the team member you decide to reassign the companies to. The companies will automatically change the status to DELIVERED.
In case that you delivered by mistake the companies to someone else, Bloobirds allows you to undo this by clicking on the arrow below the name.
Once you are sure to have assigned them to the right person, click on DELIVER COMPANIES to complete the task.
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