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

# Bulk assign feature

# **Bulk Assign feature**

This guide explains how to assign partners to leads using the **Bulk Assign** feature within the CRM system under **Channel Partners**.

**Overview:**

The **Bulk Assign** feature allows users to update or change the **Channel Partner** for multiple **DSAs** at once using filters. This helps in managing large sets of users more efficiently without the need to update each one individually.

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## **Steps to Bulk Assign**

### **🔹 1. Navigate to the Channel Partners Section**

* Log in to the **CRM**.

* Go to the **DSA** module.

* Click on **Channel Partners**.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/bulk-assign/image6.png" />

✅ You will now see the **Channel Partners** page.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/bulk-assign/image7.png" />

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### **🔹 2. Locate the Assign Button**

Just below the **Channel Partners** heading, you will see three buttons:

* **Export**

* **Assign**

* **Refresh**

Click on the **Assign** button to open a dropdown menu.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/bulk-assign/image8.png" />

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### **🔹 3. Select "Bulk Assign"**

From the dropdown, click on **Bulk Assign**.

This will open the assignment panel where you can choose filters and select a Partner.

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## **Method 1: Bulk Assign via Filters**

### **Step-by-Step:**

1. **Click on Assign > Bulk Assign:**

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/bulk-assign/image9.png" />

2. **Select the Filter and Partner:**

   * A pop-up window will appear asking:
   * **Which filter** of users (DSAs) you want to apply (e.g., location, status, team, etc.).
   * **Which Channel Partner** should be assigned to these filtered DSAs.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/bulk-assign/image10.png" />

3. **Click Submit:**

   * Once selected, click **Submit**.

   * All selected leads will be assigned to the selected partner.

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## **Method 2: Manual Selection of Leads**

If you want to assign a partner to specific leads manually:

1. **Select the Leads:**

   * On the Channel Partners page, tick the checkboxes for the leads you want to assign or reassign.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/bulk-assign/image11.png" />

2. **Click Assign > Bulk Assign:**

   * Click on the **Assign** button again and choose **Bulk Assign**.
3. **Select Partner:**

   * A Pop up will appear that will ask for selecting the **partner name** to which you want to assign the leads to. select a partner from the dropdown.
4. **Submit:**

   * Click **Submit** to complete the partner bulk assign.

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**Benefits**

⏱️ **Time-saving:** No need to update DSAs one by one.

🎯 **Targeted Updates:** Use filters to precisely control which users get updated.

✅ **Efficient Reassignments:** Perfect for organizational restructuring or workload balancing.

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**Prepared By:** Aparmita Srivastav