Bulk transfer contacts

Assign contacts matching a saved filter to another team member.

1. Open Account Settings → CRM Data → Transfer.
2. Select the saved filter defining the contact group. Use Create a filter if needed.
3. Select the New Owner and verify both the filter and owner carefully.
4. Select Schedule Transfer. The page says processing runs in the background and an email is sent when it completes.

Review the filter’s results before scheduling because the background operation has a row limit and may change ownership for other contacts on the same accounts.

Scope and verification

ADMIN access is required. The filter selector contains saved filters; New Owner lists users by name and email. Both selections are required. The Create a filter link opens reporting filters. The request queues the filter and selected user, not a fixed preview of contacts; review the saved filter and its results before scheduling.

The operation processes at most 500 matching rows by default. A saved result limit can reduce legacy-filter results; advanced filters do not apply that limit to this operation. Processing validates the target user and changes ownership at the company/account level for each matching contact’s account. Other contacts sharing that account can therefore be affected. The completion message does not report each contact’s result. A scheduled message is not proof that every account changed: check the completion notification and sample affected accounts and owners. On an error, inspect the filter, target user and current ownership before retrying.