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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.
  • Already imported the file? Mouse over “Add” and select “Import contacts.” Select the appropriate “View records” link on the left side of the page, under the “Previous imports” section.
  • Then, 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.
  • 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.
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Give, giving file, reassign, spreadsheet
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