Changing the "Assigned To User"

This article explains the steps in changing the "assigned to user" within the Forth CRM. 

1. To begin, from the Contacts tab of the CRM, go to the client dashboard of the contact you wish to re-assign and click "Edit Contact" located on the Navigation Bar, next to the Search field.


2. You should now see the option displayed above the intake form, on the top right of the page, to change the Assigned To User and Company (if user permissions allow). A Public checkbox is also displayed here, which allows you to make this contact available to anyone in the assigned company, regardless of user permissions or Shared User Data settings.

3. Once you make the desired changes, click Save at the bottom left of the page (see the second highlighted area below) to save your changes and continue any edits needed on this page. To save your changes and exit this page, click Save and Exit. 

F.A.Q.

Can I reassign all the leads from one user to another? 
Yes, please visit our article on using the Mass Edit tool to reassign contacts. Click Here

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