Here's how to assign one contact to another user:
- Please note: you're only able to assign contacts to another user if you have permission to edit their contacts. If you don't see these options, you may need to manage your sharing permissions, or contact an admin on your account to update sharing permissions for you.
- Go to the contact directly by searching the name or selecting it from the full list under “CRM” in the navigation bar.
- On the left side of the page, select "Assign to user” under “Actions.”
- In the dialog that opens, select or search for the name of the user who should be assigned this contact. Each contact can only be assigned to a single user.
- Optionally, tick the box to also re-assign the contact’s associated company, and other contacts at the company.
- Select the "Assign" button at the bottom of the dialog and the user can receive an email that they've been assigned a new contact.
- Need to assign multiple contacts to another user? Learn how to assign contacts in bulk here.
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