CRM

Wthomps5
Member

how to do Mass contact owner switch??

SOLVE

Hi HS community, I have a teammate that is no longer with the company and want to switch all the contacts to me as the owner....any recommendation for doing that in one action instead of going page by page?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

how to do Mass contact owner switch??

SOLVE

Hi @Wthomps5,

 

Yes, you'd navigate to Menu > Contacts > Contacts and filter all contacts by this Contact owner first.

 

karstenkoehler_0-1643175026921.png

 

 

Then, check the box in the top left, make sure to select contacts on all pages. Now you can re-assign these contacts in bulk.

 

contactowner.gif

(Fictional data.)

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

how to do Mass contact owner switch??

SOLVE

Hi @Wthomps5,

 

Yes, you'd navigate to Menu > Contacts > Contacts and filter all contacts by this Contact owner first.

 

karstenkoehler_0-1643175026921.png

 

 

Then, check the box in the top left, make sure to select contacts on all pages. Now you can re-assign these contacts in bulk.

 

contactowner.gif

(Fictional data.)

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.