Batch Update Coordinator on Deal Sheet

When there is a large org shift or a team member leaves and we need to reassign their deal sheets it would be a huge time saver to be able to update the coordinators on deal sheets via a batch.

Currently we have do make changes manually, one-by-one, on each affected deal or we have been funneling them to the support team for the large batches. To optimize time and resources it would be ideal to have the functionality to batch update as an admin.

  • Bree Green
  • Dec 22 2020
  • Needs review
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