Reassign one account
Find the account in your list, click the Owner name, and select a different team member from the dropdown. The change takes effect immediately.Reassign in bulk
Select multiple accounts using the checkboxes, then click Assign Owner at the bottom. Choose the new owner and all selected accounts are reassigned at once.If your CRM is connected, ownership changes in WhiteWhale will sync to your CRM automatically.
Assigning accounts from Suggestions
If you want to assign new accounts to team members as they come in from Account Suggestions — including round-robin distribution — that’s handled separately in the Suggestions flow.Assigning Suggestions
Set up round-robin assignment or direct allocation when accepting accounts from Suggestions.
Related
Adding Accounts
Add accounts to your team’s book of business.
How Account Suggestions Work
Let WhiteWhale surface and assign net-new accounts automatically.
Roles & Permissions
Understand what each team role can see and do.