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Change the responsible person in the CRM

There are many possible reasons why you need to change the person responsible for the CRM element. For example, you have successfully completed a deal and need to transfer the client to the support department.

If the employee responsible for the CRM element has been dismissed, this process is different. Read more in the article - Change the responsible person in the CRM if he/she has been dismissed.

Which CRM elements have a responsible person

In the Bitrix24 CRM, there are persons responsible for leads, deals, contacts, quotes, invoices and CRM web forms.

You can change the person responsible for a specific CRM element or change it for several CRM elements at once by using the group actions. Group actions are not applicable to the CRM web forms.

To change the person responsible for the CRM element, you need to have the "edit" access permission for the corresponding CRM element. You can read more about access permissions in the article - Access Permissions in CRM.

How to change the responsible person by using the group actions

If you accidentally change the responsible person for a large number of CRM elements, this action cannot be canceled. You will have to find these elements manually and change everything back.

Go to the needed CRM elements section > switch to the List view.

Select the needed elements > select Assign responsible person in the group actions menu > specify the new responsible person > click Apply.

Change the responsible person for a specific CRM element

Open the CRM element form. On the right, you'll see the Responsible person field.

Hover over it and click the Change button.

Select a new responsible person. Changes will be saved automatically.

Change the responsible person for a CRM web form

Go to the CRM Forms section > select the needed CRM web form > click Edit.

Click the Change button in the Responsible person field. Save changes.


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