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How to change the owner of a contact,. This can either be done individually or you can change the owner of multiple contacts in one go (mass transfer of contacts owner)

If you are a Super User or Standard or Standard User of of VIA, you have the ability to change the owner of a contact once it has been allocated.

Any user of VIA can allocate an owner of a contact if the owner field is blank, but only only Super Users or  or Standard Users can can then change the owner once it has been allocated.

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  • Go to the CRM or Lead Manager tab

  • Click the Contacts tab

  • Search for the contacts you want to change the owner of. The advanced filter options will allow you to search for a range of contacts under different criteria. It is likely you'll want to search by the Owner filter, so you can see all of the contacts assigned to a specific owner that you may want to change in one go

  • Highlight all the contacts you want to change. You can either select the tick box at the top of the search results to highlight every contact contained in the search. Or, you can specifically highlight individual contacts by holding down control and then selecting the contacts you want. You can also hold down Shift and then highlight a range of contacts from top to bottom

  • One you have highlighted all of the contacts you want to change, right click and select the Change owner option

  • A new pop up will appear.  Simply Simply select the relevant owner you want to now assign to the contacts by selecting their name from the drop down list. Click Yes once you have selected the relevant owner.

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