Assign or reassign records

Give contacts or leads the right owner so follow-up is clear.

5 min readUpdated July 2026

Before you begin

Managers and admins usually assign records. Reps may only see or edit records they own, depending on workspace permissions.

Video walkthrough placeholder for assigning and reassigning contacts or leads in Flowforce.
Video: Assign or reassign records
Video walkthrough placeholder for assigning and reassigning contacts or leads in Flowforce.

Assignment options

  • Assign from the detail page
  • Assign from a table row action
  • Bulk assign selected rows where available
  • Use form or import rules to assign records automatically
Contact or lead detail page with assignee control open.
Contact or lead detail page with assignee control open.
Contacts or Leads table with selected rows and bulk assign action.
Contacts or Leads table with selected rows and bulk assign action.
Assignment confirmation showing the new owner for selected contacts or leads.
Assignment confirmation showing the new owner for selected contacts or leads.

What you should see

The record owner should update immediately, and the new owner should be able to find the record in their assigned views.

Common issues

  • Cannot assign — your role may not have permission
  • User missing — teammate may be inactive, suspended, or not in the workspace
  • Wrong owner after import — map assignee email during CSV import

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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