Change contact owner in your CRM
OnePageCRM allows you to easily collaborate with your team.
As a 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, 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 |
Change ownership in bulk
Jump up to Article's Overview ⮝Select the appropriate contacts or organizations from any list view within the CRM → in the bulk update menu at the top → click on Owner → select another user from the dropdown.
Change ownership for an individual contact
Jump up to Article's Overview ⮝
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 reassigned to the new owner. If the contact already has a Next Action with the new owner, the newly assigned Next Action is listed as a Queued Action.
- Next Actions assigned to a different user will not be reassigned to the new contact.
- This action cannot be Undone.