How can I reassign items owned by one user to another user?
If a user is leaving their position but still has open deals and linked items, it's a good idea to assign those items to another user. You can do this in bulk to save time using the following method.
To begin, go to the list view and click the "Filter" button. Then, go to "Owners" and select the user whose items you wish to reassign.
To select all list items, click the checkbox in the upper left.
When the bulk edit panel appears, find and select the "Owner" option, and select "Edit current value" in the dropdown menu.
In the dropdown list, choose the user that you wish to now own these deals and click "Edit". Then, review the items that are being reassigned and, if everything looks good, confirm the changes.