Bulk edit companies

Select several companies on the company list, then choose Bulk edit to change shared fields in one dialog. Use this when a sales rep leaves and you need to assign their accounts to a new account manager.

Opening bulk edit

1. Go to Profile → Companies.
2. Select the checkboxes for the companies you want to update.
3. Click Bulk edit N companies.
4. Enable the fields you want to change with the toggle on each row, then set the new value.
5. Click Save.

Account manager

Enable Account Manager, then pick a user from the same primary-company contact picker used on Manage Company. Only users who belong to your primary (MSP) company are accepted.

After you save:

• Each selected company shows the new account manager.
• Company, opportunity, quote, and contract overviews that filter on account manager include the updated companies.
• Autotask and HaloPSA receive the new manager the same way a single-company edit does. Autotask can fall back to the tenant default account manager when the user has no Autotask resource id. Halo omits the Halo agent when the user has no halo-agent id.
• ConnectWise is not updated for this field. The dialog says so. The next ConnectWise company sync can overwrite the Salesbuildr value.

Bulk-editing another field (listed, currency, labels, discount group, and so on) leaves the account manager untouched.

Other bulk fields

The same dialog can also change listed status, self-service ordering (when Storefront is enabled), discount group, default quote template, servicing branch, category whitelist, pricing books, currency (when multi-currency is enabled), and labels.

Whitespace company rows only offer label add/remove.

See also

• Companies — company list, fields, and Manage Company
• Platform — default account manager for new companies