Here's how you can group and reassign contacts in bulk:
- Go to the main Contact list.
- Use the "Add a filter" option below "Filters & Sorting" in the page menu to apply any relevant filters to narrow the list to the desired contacts.
- For example, you can use "Filter by user" to pull up only one user's contacts, or use "Add a filter" to filter by address.
- Once you have only the desired contacts, tick the "Select all" box in the lower left corner.
- Please note: If you have over 500 contacts, you'll need to select the link in the red bar along the bottom of the page to select all contacts.
- Then choose "Add to a group" in the bar at the bottom of the screen, and either select an existing group or type in a new group name.
- After adding the contacts to the group, tick the "Select all" box in the lower left once more.
- Please note: If you have over 500 contacts, you'll need to select the link in the red bar along the bottom of the page to select all contacts.
- Choose "Assign to a user" in the bar at the bottom of the screen, and then select the appropriate user to assign all of those contacts to them.
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