What this feature does and when to use it
Assigning owners helps you distribute records among your team so the right recruiters can manage and work on them.
This feature is useful when you want to:
Assign owners to records after importing or parsing them into Recruit CRM.
Reassign records when a new recruiter joins your team.
Update the owner of multiple records at once.
How to bulk update record owners
Navigate to the Candidates, Contacts, Companies, or Jobs page and select the records you want to assign to a new owner.
Click Update and select Owner from the dropdown.
Search for and select the new owner, then click Submit.
Troubleshooting
Problem: You cannot see the option to update the Owner field.
Problem: You cannot see the option to update the Owner field.
Likely cause: You may not have permission to bulk update records.
What to check: Check your user role and permissions in Recruit CRM with your Account Owner.
Resolution path: Ask the Account Owner to grant you access or perform the bulk update on your behalf.
Problem: Not all the candidates you expected are updated.
Problem: Not all the candidates you expected are updated.
Likely cause: Some candidates were not selected before running the bulk update.
What to check: Review the candidate selection and applied filters on the Candidates page.
Resolution path: Re-select the missing candidates and run the bulk owner update again.
FAQs
What changes after I assign a new owner to candidates?
What changes after I assign a new owner to candidates?
The selected candidates will appear under the new owner’s name, making it easier for that recruiter to manage and track their records.
Conclusion:
Bulk owner assignment makes it easier to distribute and reassign Candidates, Contacts, Companies, and Jobs across your team. By updating owners in bulk, you can save time and ensure that the right teammates are responsible for the relevant records.