> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getwhitewhale.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Allocation

> Assign accounts to team members — one at a time or in bulk.

<iframe src="https://www.loom.com/embed/c3fc62f0261f4d9fb65f403c3014e62f" title="How to Allocate Accounts in WhiteWhale" className="w-full aspect-video rounded-xl" frameBorder="0" allowFullScreen />

## 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.

<Info>
  If your CRM is connected, ownership changes in WhiteWhale will sync to your CRM automatically.
</Info>

## 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.

<Card title="Assigning Suggestions" icon="shuffle" href="/assign-suggestions-round-robin-etc">
  Set up round-robin assignment or direct allocation when accepting accounts from Suggestions.
</Card>

## Related

<CardGroup cols={2}>
  <Card title="Adding Accounts" icon="plus" href="/adding-accounts">
    Add accounts to your team's book of business.
  </Card>

  <Card title="How Account Suggestions Work" icon="wand-magic-sparkles" href="/how-account-suggestions-work">
    Let WhiteWhale surface and assign net-new accounts automatically.
  </Card>

  <Card title="Roles & Permissions" icon="shield" href="/roles-and-permissions">
    Understand what each team role can see and do.
  </Card>
</CardGroup>
