Assign or share records

If you would like another person in your organization to handle a customer record, you can assign the record to that person. You can also assign a record to a team, or to yourself.

Use the Share option if you want to keep ownership of the record but let someone else work on it with you.

  1. From the left navigation pane, select a record type. For example, Contacts.

  2. From the list of records, select the record that you want to reassign.

  3. On the command bar, select Assign.

    Reassign a record

    Note

    If you want to keep ownership of the record but let someone else work with it, select Share. Then use the tooltips to guide you through the Share option.

  4. In the assign dialog box, in the Assign to area, choose Me or User or Team.

    Reassign a record to me or team

    If you select User or Team, in the Look for Records box, enter the name of the user or team. If you need to create a new record, select + New.

  5. When you're done, select Assign.

Use advanced find to reassign records

Use advanced find to search for records and then reassign them to someone else. For more information on advanced find, see Create, edit, or save an Advanced Find search.

  1. On the command bar, select Advanced Find.

    Advanced find

  2. From the list of records, select the records that you want to reassign and then select the assign option.

    Reassign a record using advanced find

Reassign all records (for admins)

A admin can reassign all record for a user from the admin Setting area.

  1. Go to Settings > Security.
  2. Select Users and select a user name to open the user's profile.
  3. On the command bar, select REASSIGN RECORDS.

Reassign all records

  1. On the Reassign Records dialog box choose how to want to reassign all the records and then select OK.

Note

The Reassign Records option will reassign all records regardless of their status. Inactive and active records will be reassigned to the other user or team.

Reassign all records to user or team