Each lead and contact in Sell can be assigned an owner. Usually, this is the person that is the primary contact for the person and business opportunity. By default, the person creating the lead or contact is considered the owner. However, while adding a lead or contact you can specify an owner and, if needed, the owners of leads and contacts can be changed at any time.
Sell users with the proper access permissions (see Editing user permissions in Sell) can change the owner of a lead or contact. This can be done one at a time or in bulk.
To change the owner of a lead or contact
- From the Leads or Contacts page, click the lead or contact you want to edit.
- Click the Edit button that appears next to the name of the lead or contact.
- Click Owner and then select a user.
- Click Save.
You can also change the owner of multiple leads or contacts using the Index and Table views in the Leads and Contacts pages.
To reassign the owner of multiple leads or contacts
- Choose the Leads or Contacts page.
- In either the Index or Table view, select the check box next to the name of the lead and contact.
When you’ve selected all the leads or contacts you want to change, click the Reassign Owner button that is available at the top of the list.
3 Comments
Hello,
I am coming across an issue with assigning the contacts in bulk to my team. My issue is, I am able to assign the company or the contact to a new owner in bulk but is there a way if I change the ownership of a company that all of the employees can also be updated to the new owner?
Since I am working with thousands of contacts I would like to know a workaround if that is not possible.
Hi Jay, unfortunately, you would need to manually do this change as it won't automatically change the employees' owner even if you change the ownership of a company. I would definitely suggest voicing this as a feature request on our uservoice page so others who may be looking for this added functionality can upvote your request. Our Product Team takes into consideration posts/upvotes on this page when designing the product roadmap, I've linked both of these below:
https://support.zendesk.com/hc/en-us/community/posts/360003244787-Community-Discussion-Share-your-ideas-for-improvements-to-the-Zendesk-Community
https://support.zendesk.com/hc/en-us/community/topics/360003042793--Feedback-on-Sell
It would be helpful to be able to reassign tasks/companies/contacts simultaneously so leads don't fall through the cracks.
It would also be helpful for Sales reps to be able to have "Away" settings– for example if a rep is on vacation it would be great to select an option to have all their leads automatically re-directed to another team member for a pre-determined amount of time, perhaps with the approval of the account manager...
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