How to change the assigned to user...
1. Go to the client dashboard of the contact you wish to re-assign and click "Edit Contact".
2. Now that you are on the edit contact screen you should see the option displayed above the intake form to change the Assigned To user and Company (if user permissions allow). The "Public" check box is also displayed here. Checking the box and making a contact "Public" enables so it is available to anyone in the assigned company, regardless of their user permissions or Shared User Data settings. Once you have made the desired changes click "Save" on the navigation bar for the assignment to be changed.
F.A.Q.
Can I reassign all the leads from one user to another?
Yes, please visit our article on using the Mass Edit tool to reassign contacts. Click Here
1. Go to the client dashboard of the contact you wish to re-assign and click "Edit Contact".
2. Now that you are on the edit contact screen you should see the option displayed above the intake form to change the Assigned To user and Company (if user permissions allow). The "Public" check box is also displayed here. Checking the box and making a contact "Public" enables so it is available to anyone in the assigned company, regardless of their user permissions or Shared User Data settings. Once you have made the desired changes click "Save" on the navigation bar for the assignment to be changed.
F.A.Q.
Can I reassign all the leads from one user to another?
Yes, please visit our article on using the Mass Edit tool to reassign contacts. Click Here
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