Reassign a Contact to New Owner or New Assignee

Reassigning a Contact to a new owner on your team is easy with a few steps. Additionally, you can add a 'Contact Assignee' to share with another member of your team.

1. Update Contact Owner
2. Add a Contact Assignee

Update or Reassign to a new User/Owner

1. Once you have found and opened the Contact you want to re-assign to a different user on your team, you will click on the blue 'Update Contact' button in the upper-right.
   
   
2. The Update a Contact slide-out will appear on the right side of the screen. You will want to hover over that slide-out and scroll down until you see 'Contact Assignee' and 'Contact Owner'.
   
   
3. To update the Contact Owner, simply click the drop-down and choose the new owner from the available users. See the below animated GIF.
   If you do not see the user you're looking for, you should contact your company Aidium administrator.
   
   
   
   
   
4. Once you update the Contact Owner to the appropriate user, be sure to click the blue 'Save' button.

Add a User on your team as the Contact Assignee

Adding a contact assignee is an easy way to share a contact with another user on your team.

1. Once you have found and opened the Contact you want to re-assign to a different user on your team, you will click on the blue 'Update Contact' button in the upper-right.
   
   
2. The Update a Contact slide-out will appear on the right side of the screen. You will want to hover over that slide-out and scroll down until you see 'Contact Assignee' and 'Contact Owner'.
   
   
3. To update the Contact Assignee, simply click the drop-down and choose the user you want to share this contact with. See the below animated GIF.
   If you do not see the user you're looking for, you should contact your company Aidium administrator.
   
   
4. Once you update the Contact Assignee to the appropriate user, be sure to click the blue 'Save' button.