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How to assign/remove multiple companies
How to assign/remove multiple companies

Helpful if you need to add several companies to review, or if you handing over to another colleague

Carl avatar
Written by Carl
Updated over 2 years ago

To assign multiple companies at the same time start with:

1: Click the boxes of the companies you want to change

2: Up in the right corner, click what action you want. You can choose between Status, Assign or Tag.

3: Click on the person/status or tag you want to assign to the companies. You can also choose to remove from portfolio.

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