Re-Assign Contacts

You can re-assign contacts from one team member to another.


 

To Re-Assign a group of Contacts, use ClientTouch and Group Edit. Choose the Team Database you want to re-assign the contacts to and Apply Changes.

 

To change an individual Contact, go to the Contact and use the Edit Contact button. Change the Team Database at the top of the page and Save changes.

 

Note Team Type

Users that Power Users or Independent Users have their own databases. These are the only user types that can have contacts re-assigned to them (besides the Account Owner). Team Players and Administrators share users.

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