Assigning an import to one user

Here's how to assign an entire import to another user:

• First, you'll need to import your file into the CRM. Not sure how to import? Learn how to here.
• After an import is completed, on the left side of the page select "Assign these records to a different user" under the "Actions you can take on records from this import" section.
• Then, select whether to reassign the contacts only, companies only, or both. We recommend reassigning both contacts and companies.
• Finally, select the appropriate user’s name to reassign the imported records to that user.