How Can I Bulk Assign Leads to a Single or Multiple Users?

You can assign multiple applications to a single or multiple users in your MCA Suite workspace. Go to the Leads list page and select multiple applications by checking the boxes on the left-hand side. This will display a bulk action menu. From the bulk action menu, select "Assign All."

After you have clicked on "Assign All," a slide-out panel will appear on the right-hand side of the screen. From that slide-out panel, you can enter one or several users with access to your workspace to assign the selected deals to them. Click on the "Assign" button on the bottom right to complete the bulk assignment action. 

Note that if there is a Lead permission set to "Custom" where the assigned user is not on the list, bulk assignment action will automatically add the assigned user to the permissions list to access the Lead.

For example, the Lead below is set to a "Custom" permission setting, with Stephanie Powers as the only user with access to the Lead.

If you have selected additional users to be assigned to the Lead (i.e., Mia Wallace), all those users will be automatically added to the "Custom" access list. They will automatically be given permission to access the Lead.