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Assigning Contact Owner

  • Created: January 19, 2016
  • / Author: Kazeli Support

If you’d like to re-assign a contact owner, you’ll first need to perform an ADVANCED SEARCH by Contact Owner as shown below.

contact-owner-1

Then select all contacts or if you prefer select each contact you’d like to change the ownership of. Then from the left side under the Action menu, select Contact Owner.

contact-owner-2

Then select the new owner and click BULK UPDATE.

contact-owner-3