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Bulk Reassign Contacts to New User

Need a new point of contact assigned to your leads? Create a Smart List & let Vintory do the rest!

Updated: December 04, 2025

1. Create Contact Tag and Smart List

  1. Navigate to Contacts > Filters > Assigned > To > Select the user the currently assigned to the contacts you would like to reassign.

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  2. Once the contact list has been filtered, you are now seeing a list of all the contacts assigned to the specific user. Be sure to select All contacts in the list. 

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  3. Once you've created this Smart List, please reach out to Vintory Support to complete the change
    1. Please state who the contact's new Assigned User will be and
    2. whether or not the Opportunity Owner should also be changed.

Make sure any contacts assigned to the original user are reassigned before you remove the user.