Clients: Bulk changing client consultant. I am looking to change a large number of clients from myself to another consultant, is it possible?

Yes, you can change the lead consultant for clients using the Client > Bulk update facility within the Clients page.

Step-by-step instructions:

1. First you need to select the clients you want to update the Lead Consultant to and
2. then click on Bulk Update button.
3. When the Bulk update selected Client(s) window appears you can then select the Lead Consultant from the dropdown box.
4. Then finally click on Update.

You can also watch this video:

https://hub.centricflow.co.uk/wp-content/uploads/2024/03/How-To-Update-Clients-Lead-Consultant-In-Bulk-Video.mp4

or visit CentricFlow’s Knowledge Hub page entitled:

How To Update Clients Lead Consultant In Bulk Video?