How to Take Ownership of a Contact in Brokerkit

Summary: This article explains how to assign or change the owner of a contact in Brokerkit using two different methods.

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

1. Select the contact by clicking on the checkbox to the left of the contact's name.
2. Click on "Change Owner" from the options that appear at the top of the screen.
3. Choose the new owner and save your changes.

Method 2: From the Contact Profile

1. Click on the contact to open the Contact Profile.
2. Navigate to the "Recruiting" section located on the right side of the profile.
3. Click on the "Edit" button.
4. Assign or modify the owner and save your changes.

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 for additional help.