To change Contacts owner:
 
  • Please go to Contacts
  • Select all the contacts whose owner you want to change, you can apply a filter if needed and select those contacts
  • Click on bulk action and select Change Owner
  • Select a different user on the account and click on Done
  • The owner will be changed.
To change Deals owner:
  • Please select Sales Module, click on Deals
  • Select all the deals whose owner you want to change, you can apply a filter if needed and select those deals 
  • Click on bulk action and select Change Owner
  • Select a different user on the account and click on Done
  • The owner will be changed.
To change Companies owner:
  • Please select Sales Module, click on Companies
  • Select all the companies whose owner you want to change, you can apply a filter if needed and select those companies
  • Click on bulk action and select Change Owner
  • Select a different user on the account and click on Done
  • The owner will be changed.