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 when you need it, you have the option to change the contact owner 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
Go to your Action Stream or Contact page → select the contacts you want to update.

2
In the Bulk updates bar click on 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 owner.

How to change ownership for an individual contact

1
Open a contact → click on the name of the current 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:
    • The old contact owner and the new contact owner will be notified by email about the update.
    • Next Actions 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
  • This action cannot be Undone.
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