Tips, Tricks & Best Practices

AONeill7
Member

Bulk changing contact owner

SOLVE

We've had an employee leave so we want to transfer all his contacts to another member of staff and make another person secondary contact.  Is there a way of doing that?  It might be we can only change the primary contact which is still time-saving!

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1 Accepted solution
franksteiner79
Solution
Key Advisor

Bulk changing contact owner

SOLVE

Hey @AONeill7 

 

That's certainly possible with the bulk edit option in HubSpot.

You simply do the following:Screenshot 2022-12-01 at 13.50.09.png:

  1. Go to the contact view and filter contacts by the contact owner who has left
  2. Then you select all those contacts, make sure to tick the "select all records" prompt in the blue bar.
  3. Then click edit
  4. Select the contact owner properties you want to change

Screenshot 2022-12-01 at 13.47.08.png

That's it. All your records have been re-assigned.

Any questions, let me know.

 

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project

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2 Replies 2
franksteiner79
Solution
Key Advisor

Bulk changing contact owner

SOLVE

Hey @AONeill7 

 

That's certainly possible with the bulk edit option in HubSpot.

You simply do the following:Screenshot 2022-12-01 at 13.50.09.png:

  1. Go to the contact view and filter contacts by the contact owner who has left
  2. Then you select all those contacts, make sure to tick the "select all records" prompt in the blue bar.
  3. Then click edit
  4. Select the contact owner properties you want to change

Screenshot 2022-12-01 at 13.47.08.png

That's it. All your records have been re-assigned.

Any questions, let me know.

 

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
AONeill7
Member

Bulk changing contact owner

SOLVE

Thanks so much Frank.

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