If a staff person leaves or their contacts need to be assigned to another staff member, use the Reassign Staff option under Setup > Staff Users. All contacts associated to the current staff person will be reassigned to the new staff person you pick. NOTE: This does not currently change assignments on Projects or Sales Funnel opportunities; it only applies to the Assigned Staff field that displays on the contact’s profile.
- Click Setup Staff Users in the Staff and Users Access section. A list of all of your staff users will be displayed.
- Click the arrow next to the Add button and select Reassign Staff.
- In the Reassign Staff User Contacts window, select the following:
- Select the Current Staff Person. This is the staff member who is currently assigned to the contacts.
- Select the New Staff Person. This is the staff member to whom you wish to assign the contacts.
- Select the desired Relationship Type.
- Click Done. The system will reassign any contacts to the new staff person selected.