Bulk Operations Modal

When you select accounts and click "Bulk Actions", a modal opens with powerful assignment controls.

Assignment Type Dropdown

Choose how you want to assign these accounts:

Option 1: Assigned Account Owner (Marked for Deprecation)

What it means: Assign to a specific sales rep via the Account Owner field

When to use:

• ✅ You want to manually assign accounts to individual reps
• ✅ You're handling strategic accounts
• ✅ You need to override automated assignments

How it works:

1. Select "Assigned Account Owner" from the dropdown
2. A second dropdown appears showing all available reps
3. Choose the rep
4. Choose lock/unlock option
5. Click "Confirm"