How to change the owner of a contact
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 User 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 Super Users or Standard Users can then change the owner once it has been allocated.
To change the owner of a contact
Go to the CRM or Lead Manager tab
Click the Contacts tab
Search for the contact you want to change the owner of. you can either perform a quick search by email/phone/name or company they work for, or use the Advanced filter options
Double click on the relevant contact, or right click and select edit from the menu
Click on the Registered To quick link at the top, or scroll down to the Registered to section
Next to the owner field, you will see a red dustbin icon. Click this to remove the current owner
In the Owner field, start to type the name of the new owner you want to allocate. They will appear in the drop down list below. Click the name of the person you want to allocate as the owner from the list
Select save and close or save to save your changes
To change the owner of multiple contacts in one go
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 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.