How can I change assignee for multiple clients in bulk?
You can change the assignee for multiple clients at once in Agentcis. To do so, follow the steps given below.
Step 1: Go to the Clients tab on the side navigation bar
Step 2: From the clients' list, select the clients whose assignee you want to change by clicking on the check box
Step 3: After you have selected all the clients you want to change the assignee for, click on the Change Assignee button on top of the clients' list
Step 4: Select the new Assignee to whom you want to assign the clients from the dropdown list
Step 5: Click on Approve
This will change the assignee for all the selected clients in bulk.