Hi @Darcy Luteyn, welcome to the Karbon community!

I don’t believe there’s a way to do a batch application of client owners, though you might check out the batch contact update spreadsheet. You may be able update it there. That would entail downloading the spreadsheet, adding the client owner to the appropriate contact in the spreadsheet, then uploading it to apply the changes. I have not tested it, so let me know if this is bad advice, lol.

We have used the bulk contact update process to accomplish these types of updates. Here’s a link to the instructions for completing that task. It’s also a great way to update other information in bulk across your contacts.

Yes, you can make the Client Owner and Manager the same on multiple clients.