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How to Mass Transfer Contacts in Zoho CRM

Step 1. How to Mass Transfer Contacts in Zoho CRM
Step 2. Click Contacts module
Step 3. Click More Icon
Step 4. Select New Owner
Step 5. Specify Criteria
Step 6. Select the records
Step 7. Mass transfer Contacts

1. How to Mass Transfer Contacts in Zoho CRM
In this video we will show you how to Mass Transfer Contacts inside Zoho CRM

2. Click Contacts module
Sign into your Zoho CRM account and click Contacts module

3. Click More Icon
In the Contacts module home page, click "..." icon and select Mass Transfer

4. Select New Owner
In Mass Transfer page go to the Select New Owner section, click “Search icon” to select the owner's name for the Transfer From and Transfer To fields

5. Specify Criteria
Specify your criteria and click Search

6. Select the records
Under Matching records, select the check box(es) and click Transfer

7. Mass transfer Contacts
Congratulations!! You have successfully Mass Transferred Contacts inside Zoho CRM