Reassign Multiple Contacts or Tasks to a Different User | Bulk Reassign

Your team is always evolving—employees move to new roles, team structures shift, and workloads change. When that happens, you don’t want important contacts or tasks to get lost in the shuffle.

Instead of manually transferring each contact or task one by one, BIGContacts lets you bulk reassign them in just a few clicks. Whether a salesperson is handing off leads, a support agent is transitioning cases, or an inactive user needs their workload reassigned, this feature ensures nothing falls through the cracks.

Step 1: Go to Users

From the left-side panel, click Admin, then select Users.
Next, click the Users card to view all user accounts.

Step 2: Open Bulk Edit

Find the user whose contacts or tasks you want to reassign.
Click the three dots under the Action column and select Bulk Edit.

Step 3: Choose What to Reassign

On the Reassign Multiple Contacts or Tasks page, choose whether you want to reassign Contacts or Tasks.
Then, pick the old user (the one currently assigned) and the new user (who will take over).
Dropdown menus are available for both—making selection quick and easy.

Step 4: Save and Apply Changes

Once everything looks correct, click Save Changes.
BIGContacts will instantly transfer the selected contacts or tasks—no manual work needed.

Why Bulk Reassign?

• Seamless Role Transitions – Ensure leads, clients, and ongoing tasks aren’t left behind when employees change roles or leave.

• Better Workload Distribution – Maintain balance by reallocating tasks to available team members.

• No Data Loss – All contacts and tasks remain safely stored for smooth transitions.

With BIGContacts, you don’t have to worry about messy handoffs; just a few clicks, and your team stays on track.