Introducing Bulk Location Transfer: A Game Changer for Bosseo CRM
We are thrilled to unveil a highly anticipated feature addition to the Bosseo CRM – the Bulk Location Transfer. Designed to streamline operations for agencies, this new feature empowers agency owners by enabling the transfer of multiple subaccounts in one go. Until now, only single-location transfers were possible and required cumbersome support ticket submissions for bulk transfers. Now, with the Bulk Location Transfer, moving multiple subaccounts has never been easier!
Built For Efficiency and Flexibility
This significant enhancement enables agency owners to transfer multiple subaccounts to another agency by simply providing the receiving agency’s relationship number. The feature is tailored to support flexible selection options, allowing users to choose subaccounts individually, apply the ‘Select All’ option, or utilize a list of comma-separated location IDs. Additionally, a dedicated ‘Subaccount Transfer’ Menu has been incorporated into the Subaccounts page. This intuitive interface makes it straightforward to initiate, track, and manage all transfers and rejections. Enhancements have also been made to the tracking screen, empowering the receiving agency owner to simultaneously accept or reject all transfers, while the sending agency can monitor the status of each transferred subaccount.
Highlights of the Bulk Location Transfer Feature:
1. Seamless Transfer Process: Effortlessly move multiple subaccounts to another agency by providing the relationship number of the receiving agency.
2. Flexible Transfer Selection: Choose subaccounts one by one, use the ‘Select All’ option, or upload a list of comma-separated location IDs for transfer.
3. Comprehensive Management Interface: The new ‘Subaccount Transfer’ Menu on the Subaccounts page facilitates initiating, tracking, and managing all transfers and rejections from one place.
4. Enhanced Monitoring: Enhanced monitoring capabilities allow receiving agency owners to accept or reject all transfers at once, while the sending agency can track each subaccount’s transfer status.
For detailed guidance on using this new feature, visit our help article [here](https://help.gohighlevel.com/support/solutions/articles/155000004570-bulk-sub-accounts-transfers-transfer-sub-accounts-in-bulk-to-an-existing-agency).
The Importance of Bulk Location Transfer Across Different Industries
For Home Improvement Agencies
The Bulk Location Transfer feature is incredibly valuable for home improvement agencies that manage multiple project sites. It facilitates the quick and efficient transfer of numerous site accounts to different managing agencies, reducing administrative overhead and allowing teams to focus more on project execution and customer satisfaction.
For Legal Practices
Law firms often deal with multiple client accounts that need prompt and accurate handling. The Bulk Location Transfer feature allows seamless transferal of client accounts between agencies, ensuring that all relevant client information and case details remain intact and are efficiently managed without unnecessary delays, thereby upholding client trust and service quality.
For Medical Practices
Medical practices and healthcare facilities managing patient data and records can greatly benefit from the Bulk Location Transfer feature. It ensures secure and efficient transfer of patient accounts to various agencies or departments as needed, maintaining the integrity and confidentiality of sensitive patient information while optimizing operations within healthcare establishments.
With the Bulk Location Transfer, Bosseo CRM continues to enhance its offerings, providing a smoother, more efficient platform experience that directly contributes to improving operational workflows across diverse industries. The disruptive capability not only boosts process efficiency but also offers strategic flexibility in managing multiple subaccounts, making Bosseo CRM an indispensable tool for modern business management.
