Transfer contacts to another consultant

Summary

Learn how to reassign contacts from one consultant to another by creating categories and applying them in bulk.

This article covers:

• How it works
• Create a new category
• Filter contacts assigned to the old consultant

How it works

When a consultant leaves the business, their contacts can be reassigned to another consultant. 
To preserve data integrity, contacts are transferred using categories, rather than directly changing ownership or historical records.

Create a new category

Before transferring contacts, create a category to clearly identify them.

To create a category:

• Go to: Settings > CRM
• Click Set up Categories
• Click + Add contact category
• Create a new category with a meaningful name (for example, John Smith’s Old Contacts)
• Click Save

Filter contacts assigned to the old consultant

Next, filter the contact list to display only contacts linked to the previous consultant.

To filter contacts:

• Go to: Contacts
• Click + Add filter 
• Select Categories is My Contact
• Click Categories subfilter

• Select Category Consultant > is any of > Old consultant's name

• Click Apply
• Confirm that all relevant contacts appear in the results
• When applying to the new consultant, apply the My Contact category to the new consultant 

The selected contacts are now associated with the new consultant.