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

1

Select the contacts you want to update.

2
In the  Bulk  updates bar click  Owner → under Set Owner to: select the new owner. 
3

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

1

Open a contact → click on the current contact owner → in the Set Owner as dropdown, select the new owner.

2
The contacts along with the old owner's actions will now be reassigned to the new user.
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