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: Open the Bulk Reassignment Tool

1. Go to "Admin" from the left menu.
2. Click "Add/Edit Users" to access user management.

Step 2: Select the User to Reassign From

1. Find the user whose contacts or tasks need to be reassigned.
2. Click the notebook icon under the "Edit" column next to their name.

Step 3: Choose What to Reassign

1. Select whether to reassign Contacts or Tasks on the "Reassign Multiple Contacts or Tasks" page.
2. Pick the new user who will take over (this can be an active or inactive user).

Dropdown menus are available to choose between Contacts or Tasks and the New User to which you are reassigning (including Inactive Users).

Step 4: Save and Apply Changes

1. Once confirmed, click "Save Edit" to finalize the reassignment.
2. BIGContacts will instantly transfer the selected contacts or tasks—no manual updates are required.

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 – Keep things balanced by shifting tasks to available team members when workloads increase.
• No Data Loss – Contacts and tasks remain in the system, ensuring a smooth handoff without missing a beat.

With BIGContacts, you don’t have to worry about messy transitions—just a few clicks and your team is back on track.