Reassign The User Assigned To A Contact (Individual And Bulk)

PropertyMe Grow CRM enables you to easily reassign the user assigned to a contact (both individually and in bulk) at any time.

This article will guide you through reassigning the user assigned to a contact (both individually and in bulk).

From Within The Contact (Individual)

1. On the side menu, click CRM.
2. Click Contacts.
   
3. Click the name of the required contact.
   
4. Under Details (on the left-hand side of the screen), locate the User Field.
5. Hover your cursor on the current user's name.
6. Click the arrow to open the dropdown field.
   
7. Select the required user from the dropdown.
8. Click Save.

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From The Contacts List (Individual And Bulk)

1. On the side menu, click CRM.
2. Click Contacts.
   
3. Click the checkbox(es) against the required contact(s).
4. Click Assign.
   
5. Click the User field.
6. Select the required user from the dropdown.
7. Click Save.
   

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