How to change the owner of a contact
OnePageCRM allows you to easily collaborate with your team. As a sales manager, you might want to even out the workload between your team, or you think another member of your team will do better with a particular contact. So for when you need it, you have the option to change the contact owner of contacts in bulk or individually along with their actions.
| In this article: | |
| Change ownership in bulk | Change ownership for an individual contact |
How to change ownership in bulk
Select the contacts you want to update.
The contacts along with the old owner's actions will now be reassigned to the new user.
How to change ownership for an individual contact
Open a contact → click on the current contact owner → in the Set Owner as dropdown, select the new owner.
NOTES
- Once the contact's ownership has been changed:
- Old contact owner and the new contact owner will be 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.
- Next Actions assigned to a different user will not be reassigned to the new contact