Knowledge Base

How can I reassign items owned by one user to another user?

Breandan Flood, November 2, 2023

If a user is leaving their position but still has open deals and linked items, it's a good idea to assign those items to another user. You can do this in bulk to save time using the following method.

To begin, go to the list view and click the "Filter" button. Then, go to "Owners" and select the user whose items you wish to reassign.

Note: If you've already deactivated the current item owner, find the instructions in this article.

To select all list items, click the checkbox in the upper left.

When the bulk edit panel appears, find and select the "Owner" option, and select "Edit current value" in the dropdown menu.

In the dropdown list, choose the user that you wish to now own these deals and click "Edit". Then, review the items that are being reassigned and, if everything looks good, confirm the changes.

Note: Reassigning the ownership of deals doesn't apply to people or organizations linked to those deals. In order to reassign the ownership of people or organization contacts, the same steps would need to be completed in the contacts – people and contacts – organizations tabs as well.
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