Anyone who has a permission can change the owner of a Contact. This can be done to multiple Contacts at once, or to a single Contact.
Single Contact
1. Open the card of contact you want to change owner.
2. Click on the "Owner" button.
3. Click on "Change Owner" button
4. Select the new owner for your Contacts.
5. Check boxes if you wish to:
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Assign active deals
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Assign active events
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Assign related contacts
6. Click "Confirm".
Multiple Contacts
1. At the Contacts page, use filters and search bar to find your Contacts.
2. Mark checkbox next to the Contacts.
3. Click on "Change Owner" button
4. Select the new owner for your Contacts.
5. Check boxes if you wish to:
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Assign active deals
-
Assign active events
-
Assign related contacts
6. Click "Confirm".