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Assigning companies to reps

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An account with an owner gets worked. Set Assigned To on the company's Key Information card, or across a filtered selection with bulk update.

Company and contact ownership are separate

Assigning a company does not reassign the contacts who work there, and vice versa. That is deliberate — a large account can have several reps on different people — but it does mean the two can drift apart without anyone noticing.

THE SIMPLE RULE THAT AVOIDS THE MESS
Unless you genuinely run team selling, keep a company and its contacts with the same owner. Reassign both together and the question "whose account is this?" never comes up.

Sharing out a patch

  1. Filter the companies list to the set you are moving — by owner, by stage, by area.
  2. Tick them and bulk update Assigned To.
  3. Do the same on the contacts list for the people at those accounts.
  4. Give the new owner a task on the biggest few so the handover actually happens.

Unassigning

Leaving the field empty in a bulk update clears the owner rather than skipping the field — useful when a patch is being redrawn, and worth knowing before you do it by accident.