Summary: This article explains how to assign, change, or remove the owner of a contact in Brokerkit.
Methods to Assign or Change Contact Ownership
There are two ways to assign or change the owner of a contact in Brokerkit:
Method 1: From the Contact List (Bulk Change Owner)
- Select one or more contacts by clicking on the checkbox to the left of each contact's name.
- Click on "Change Owner" from the bulk action options that appear at the top of the screen.
- Choose the new owner from the dropdown menu and save your changes.
Important: The bulk "Change Owner" action only lets you reassign contacts to another team member. It does not include an option to set contacts to "no owner" or "unassigned." To remove ownership from contacts in bulk, please contact Brokerkit support at support@brokerkit.com.
Method 2: From the Contact Profile (Single Contact)
- Click on the contact to open the Contact Profile.
- Navigate to the "Recruiting" section located on the right side of the profile.
- Click on the "Edit" button.
- Assign or modify the owner and save your changes.
Can I Remove an Owner from Contacts in Bulk?
The bulk "Change Owner" feature is designed to reassign contacts from one team member to another. There is currently no bulk option to set contacts to "unassigned" or remove the owner entirely. If you need to remove ownership from multiple contacts at once, please contact Brokerkit support at support@brokerkit.com and provide:
- The number of contacts that need the owner removed
- The current owner's name
- Any filters to identify the contacts (e.g., status, label)
Our support team can remove ownership from contacts in bulk on your behalf.
Filter Contacts by Ownership
You can filter contacts based on ownership using the options available at the bottom of the contacts page:
- All: View all contacts.
- My + unassigned: View your contacts and those without an owner.
- My: View only your contacts.
Conclusion
These steps will allow you to effectively assign or change ownership of a contact within the Brokerkit system. If you require further assistance, please reach out to support@brokerkit.com.