Move a person to a different owner from their profile or the People list — one at a time, or in bulk. The new owner gets an email letting them know the record is theirs.
Reassign from a Person's Profile
- Open the person's profile.
- In the Person Details tile, click the Owner field.
- Select the new owner from the dropdown.
You can also click the Edit icon in the top right and change the Owner field there.
Reassign from the People List
One person:
- Find the person in your People list.
- Click the Owner cell next to their name.
- Choose the new owner from the dropdown.
Several people at once:
- Check the box next to everyone you want to reassign.
- In the bulk actions bar, select Reassign.
- Pick the new owner.
Need help? Contact support at customercare@pipelinecrm.com.