How to change ownership of the contact to another team member?

Multiple user plans allow all team members to share information on all contacts but also to change the ownership of contacts from one user to another. You have two ways to achieve this as outlined below:

  • Change ownership from Action Stream
  • Change ownership from Contact View


Change ownership from Action Stream

  1. Select all contacts (see A) by checking the bulk selector box or select individual contacts (see B) by checking the box beside a contact.
  2. In the bulk menu, open the Owner tab.
  3. Click on the new owner in the Set Owner to drop-down (see C). 
  4. Contact has a new owner.


Change ownership from Contact View

  1. Open a contact in Contact View.
  2. Click on the current owner below the contact details (see D).
  3. In the Set Owner as drop-down, click on the new owner (see E).
  4. Contact has a new owner.
NOTES
  • Once the contact's ownership has been changed:
    • New owner is notified by email about the update.
    • Next Action and Queued Actions of the old owner are re-assigned to the new owner. If the contact already has a Next Action with the new owner, the newly assigned Next Action is listed as Queued Action.

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