Pipeline Re Allocation

The Pipeline Re allocation table allows you to update Opportunity Owners using the available filters.

1. Select the filters and opportunities you want to transfer

Once your filters are added, you can select Load All Records if there's an extensive amount of Pipeline records to be transferred.

https://maryannliebert--skuid.na67.visual.force.com/apex/skuid__ui?page=Component_ReAllocatePipeline - Google Chrome

2. Select Mass Update, click update, adjust the Owner, and apply

https://maryannliebert--skuid.na67.visual.force.com/apex/skuid__ui?page=Component_ReAllocatePipeline - Google Chrome

3. Once applied and confirmed everything is accurate, click "Save"

https://maryannliebert--skuid.na67.visual.force.com/apex/skuid__ui?page=Component_ReAllocatePipeline - Google Chrome

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