How do I change the owner of a contact?

How do I change the owner of a contact?

To change the Owner of a contact that was created or imported by another User, you can use the Sharing function. This will both share that contact with the User and assign them Owner privileges, including editing and deleting that contact. 

Learn more about sharing contacts here: How do I share or unshare contacts with users or groups?
Note: Things may be under a different part of your navigation bar depending on your settings and customization. Contact your Support team or Consultant for further assistance if you can’t find the selection noted
Go to My Database > Contacts and, click on the contact you would like to reassign ownership of

Then, click on the "Views" icon and choose "Sharing"

Finally, you can select the new owner by clicking Set Owner next to the name of the User you'd like to be the owner. This will both share that contact with the User, and set them as the owner. If you don't see the User name you're looking for, make sure to navigate to All on the top righthand side to view All Users, not just the User with whom the contact is shared.

There will be a green "current owner" icon by the new owner User. 

Note: The creator who originated that contact import or creation will always have a Creator note next to their User. 

    • Related Articles

    • How do I share a single asset template with Users, Groups, and/or Organizations?

      If you'd like to learn about sharing multiple assets at once, you can do so here: How do I share multiple asset templates at once with Users, Groups, and/or Organizations? Go to Setup, Asset Management, and Templates. Hover over the template you'd ...
    • How do I share drip campaigns to other users?

      Templates can be shared to Users so others can view, edit, and/or send them. Each level of permission with control what the User can do with a certain template if shared down to them. Make sure that the Users you are sharing to have the proper ...
    • How does contact/lead syncing for CRMs work?

      Posted by The Team at Mindmatrix on 12 January 2016 03:22 PM This article will provide you with an overview of how contact and lead syncing works between Mindmatrix and your CRM.  General Points CRM integration is a bi-directional sync. Only one CRM ...
    • How do I make changes in the user profile?

      In May of 2023, the user profile in Mindmatrix software was upgraded for all users as part of the Bridge UI improvements. The new user profile page has several sub-sections: Personal information Social information Company information Language And ...
    • How do I change or reset my password?

      To change a user password, click on the profile icon in the upper right-hand corner, and click on the view. This will open up the user profile. Click on the “Security” on the lower left-hand corner of the screen and click on "Change Password". To ...