Help Center › Contacts & Companies

Assigning Contacts & Changing Ownership

Updated August 17, 2026

The Assign button

Open any contact and click 👤 Assign in the top-right action bar. It reads Reassign when the contact already has an owner. Pick a team member, or choose — Unassigned — to clear ownership entirely.

The current owner is shown in the Contact Info panel under Assigned To.

Who can reassign

RoleWhat they can do
Owner / AdminAssign any contact to anyone, or unassign it
ManagerThe same, but only if Managers can reassign contacts is enabled in Organization Settings
MemberMay claim an unassigned contact for themselves only

That last rule is deliberate: reps can pick up new leads without being able to take work away from a teammate.

Everything is logged

Every change writes an activity entry on the contact, for example “Assignment changed: Unassigned → Marlena Carver”, so ownership history is always visible in the timeline.

Assigning during import

You do not have to assign contacts one at a time. The CSV importer can assign an entire batch — to yourself, to one specific rep, or split round-robin across several. See Contact Import Assignment & Round-Robin.

Finding your contacts

On the Contacts list, use the assignment dropdown to filter to Assigned to Me or Unassigned. Unassigned is a good place to look for leads nobody has picked up yet.


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