Re-Assign Contacts

Learn how to re-assign contacts from one team member to another.

To Re-Assign a group of Contacts, use Group Actions 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.

_{Video Transcript}

_{This video will teach you how to re-assign contacts from one database to another. Let's say you want to give your power user, Margaret, all of your Contacts whose last names start with A. Go to the Contact List and select Advanced Search. Now find all of your contacts with the last name starting with the letter A. Next, we’ll send these contacts to Group Actions, and then go to ‘Group Edit’. Change the database here, and that's it. Now all of the contacts that were in the account owners database with the last name starting with A, have been re-assigned to the power user.}