Need to reassign a contact to a teammate? You can quickly reassign people from either their profile page or the main People list view. The new owner will receive an automatic email notification, ensuring that nothing slips through the cracks.
How to Reassign a Person
From a Person’s Profile Page
- Open the person’s profile you want to reassign.
- In the Person Details tile, edit the Owner field.
- Select the new owner from the dropdown menu.
- The new owner will receive an email alert about the assignment.
You can also click the Edit icon (top right) and change the owner in the Owner field.
From the People List View
To reassign an individual:
- Find the person in your People list.
- Click the Owner cell next to their name.
- Choose the new owner from the dropdown.
To reassign multiple people at once:
- Use the checkboxes on the left to select everyone you want to reassign.
- Click the Reassign button at the top.
- Pick the new owner from the menu.
If you have questions or run into any trouble, reach out to our support team at customercare@pipelinecrm.com.