Summary
Learn how to reassign multiple My Contacts to a different consultant using bulk actions.
This article covers:
About bulk reassignment
Bulk reassignment allows you to update the consultant category for multiple contacts at once, saving time and reducing manual effort.
Reassign my contacts
To reassign My Contacts to another consultant:
- Go to: Contacts in the sidebar
- In the Filters panel on the left, click Add Filter Item
- Select Categories from the filter options list
- Select is any of from the conditions dropdown
- Select My Contact from the categories field
- Add a subfilter:
- In the categories subfilter, select Category Consultant
- Select is any of from the conditions dropdown
- Search for a consult’s name
- Click Apply
The results will update automatically based on your selected criteria.
- After filtering, select all the contacts you want to update
- Click More > Add Categories
- In the modal, add:
- The new consultant name
- The My Contact category
- Click Apply
- Confirm by clicking Yes when prompted
The contacts are now assigned to the My Contact category under the new consultant.
Note: All consultants involved will receive an email notification about the change.