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Bulk Change Ownership

Team owned contacts can not be changed quickly to a new owner instead it's a 1 by 1. This is most commonly seen when contacts are uploaded incorrectly

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AdminLainee Hooks (Admin, Keller Williams Realty) shared this idea  ·   ·  Report…  ·  Admin →
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  • Josh Abbott commented  ·   ·  Report

    Bumping this for support!

    In the case of a team member leaving a team and needing to transfer contacts back to the team, they are required to individually enter into a contact's detail page to change ownership. Telling a rainmaker that is the process they'll have to do for 100+ contacts is not a fun conversation.

    The overall inability to bulk update contacts in many regards needs to be addressed.

  • Rafael Pardo commented  ·   ·  Report

    The update ownership option has completely disappeared! We can only see change account from team to personal. All of our opportunities are on the team pipeline. We need the updated ownership option back !