Owners and deleting

Every contact, company, lead and deal has an Owner: the member responsible for it. Views like My contacts and My deals show the records you own.

Things to know

• The owner is picked from your workspace's members.
• A deleted record goes to Trash for 30 days. You can restore it from there until then.
• Records linked to a deleted record stay. Only the link to it goes, and the delete window tells you which records are affected.
• If your role can't delete records on a board, the Delete button doesn't show in the selection bar.

Change the owner of one record

1. Open the record in the side panel or on its full page.
2. Click its Owner field.
3. Pick a member.

Change the owner of many records

1. In a table, tick the rows you want to change.
2. In the bar at the bottom of the page, click Assign.
3. Pick a member. Every ticked record gets that owner.

Delete one record

1. Open the record's full page.
2. Click More (the ⋯ icon) at the top right, then Delete….
3. Click Delete to confirm.

You go back to the list the record was in.

Delete many records

1. In a table, tick the rows you want to delete.
2. In the bar at the bottom of the page, click Delete.
3. Confirm in the window that opens.

Get a deleted record back

1. In the left rail, click More, then Trash.
2. Find the record and click Restore.

Related

• Trash
• Hand over a member's work
• Bulk edit
• Roles and permissions