FAQs in this section
Can my contact be an organization?
Can I add a contact with only a few details and add more details later?
Can I export my contacts to an external source?
How do I import contacts from a .csv file?
What happens to contacts and deals when I delete their related organization?
How can I see the number of deals related to a contact?
How can I assign a contact to a rep?
How can I change a contact back to a lead?
If a Contact moved to another Organization (Company), how should we deal with it?
Where do I set the customer support period for a contact?
Who is a Contact?
How do I create a contact?
How can I add hundreds of contacts at once?
Can I create a contact using Quick Create?
How do I identify if a contact is a lead or a customer?
How do I convert a contact into a customer?
What does a contact's Lifecycle Stage field indicate?
What is contact hierarchy?
How do I set up contact hierarchy?
Where do I view contact hierarchy?
Can I export contacts in bulk?
I want to export only a few contacts. How can I do that?
How do I delete many contacts at once?
What are the different ways to create a contact?

How do I transfer a deal and its contacts to a different sales rep?

If a sales rep has discontinued pursuing a deal, you can transfer the deal’s ownership along with its associated contacts to another rep. 

Follow these steps to transfer ownership of a contact:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Contacts
  5. Open the contact that you want to transfer.
  6. Click the More icon on the Summary View.
  7. Select the Transfer Ownership icon.
  8. Enter the following information:
    • Select Related Modules - Select the related records that you want to transfer to the new owner. 
    • Assigned To - Select the new owner of the contact and the related records.
    • Transfer Closed Records - Enable this checkbox to transfer closed records to the new owner. 
  9. Click Save.
 You can see the new owner’s name in the Assigned To fields of the contact and the related records that you transferred.
 
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