Guide to Updating Multiple Opportunities with a Taskforce BDR Name | Scribe

    Guide to Updating Multiple Opportunities with a Taskforce BDR Name

    • Andrew Cho |
    • 0 step |
    • 41 seconds
    Click on Navigation Menu dropdown button.
    Click "Opportunities"
    Click "Select a List View: Opportunities"
    Click "Taskforce Opportunities Ready"
    Select Multiple Leads.
    Select Multiple Leads.
    Click "Update Opportunity"
    Click the "Taskforce BDRTaskforce BDR name field." field.
    Type in the Taskforce BDR to assign the lead.
    Click here.
    Click "Save"
    Click "OK"
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