A teammate's book is every contact and company they own — the Owner on each profile. When a rep leaves or changes roles, an admin can move their whole book to someone else in one step instead of changing owners one contact at a time.
Transferring a book
- Go to Settings > Team Members (admin only).
- Select the ⋯ menu on the teammate's row, then Transfer book….
- The Transfer [name]'s book dialog shows how many contacts and companies they own, archived ones included.
- Under New owner, pick the teammate who should take them over.
- Select Transfer Book.
If they've already been removed
Removing someone doesn't move their contacts and companies, so their book stays behind. Go to Contacts > My Book (admin only) and use Transfer a former member's book… — it lists everyone no longer on the team who still owns contacts or companies. Pick the person and continue from step 3 above. The picker only appears when someone like that exists.
A big book moves 1,000 at a time, and the dialog counts up as it goes — for example "Moved 2,000 of ~6,400…". Keep the dialog open until it finishes.
A message confirms what moved — for example "Moved 12 contacts and 3 companies from Bob to Carol." Each contact and company shows the owner change in its history.
Only the owner changes. Deals, tasks, and anything else the teammate is assigned to stay as they are.
Bonus credit for Deals sold from their book doesn't move either: deals that already closed stay credited to whoever owned the buyer when they closed. See Bonus plans.
Changing the owner of just some contacts
To move a handful of contacts or companies rather than a whole book, select them in the Contact Hub and use Change owner — see Managing contacts. Anyone with edit access to contacts can do that; transferring a whole book is admin only.
Common issues
- "[name] doesn't own any contacts or companies, so there's nothing to transfer." — there's nothing in their book. Select Close.
- "That teammate is no longer on this team — pick someone else." — the person you picked was removed from the team while the dialog was open. Pick another teammate.
- "Only a team admin can transfer a whole book." — ask an admin to do it, or use Change owner in the Contact Hub for the contacts you can edit.
- "The transfer took too long and stopped — try again to move the rest." — anything that already moved stays moved, and the message says how many. The dialog recounts what's left; select Transfer Book again to finish.
- "Couldn't count [name]'s contacts." — select Try again once your connection is back.
- You don't see Transfer book… on your own row. — the menu is turned off for your own row. Ask another admin to transfer your book.