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Group and reassign contacts in bulk

Here's how you can group and reassign contacts in bulk:

  • Go to the main Contact list.
  • Use the “Add a filter” option in the “Sort and filter” section on the left to apply any relevant filters to narrow the list to the desired contacts.
  • For example, you can use the “Assigned user" option 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 upper left.
  • 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 upper 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.
Next up:
Filter to show contacts not in any group
Keywords:
Bulk group, move group, reassign
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