Change contact owner in your CRM
OnePageCRM makes it easy to manage and share work across your team. You can change the owner of contacts and their actions individually or in bulk to help balance workloads or assign contacts to the right team member.
In this article:
| Change ownership in bulk |
| Change ownership for an individual contact |
Change ownership in bulk
Select the contacts → click Owner in the bulk update menu → choose the new owner.
Change ownership for an individual contact
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💡 This action cannot be Undone.
💡 After changing the contact owner:
- Both the old and new owners receive an email notification.
- The old owner’s Next Actions and Queued Actions are reassigned to the new owner.
- Next Actions assigned to other users are not reassigned.