A roster of every distinct lead owner seen in imported data, with the lead count per owner and their current mapping. Mapping an owner to a platform user is one roster row plus one bulk update that re-owns every one of that owner's leads. Transfer re-owns one person's leads onto another user and retires the source row, keeping the history.
Also called: zoho lead owner · old CRM rep names · my rep quit · transfer leads to another rep
- 1Imported leads stamp the external owner id and name, and set the displayed rep name to the CRM name even before that person is a platform user
- 2Auto-suggestion is by name equality only, because the export carries no owner email, and it is surfaced as a one-click suggestion never auto-committed
- 3The bulk write only runs after an admin confirms in a dialog
- 4Writing the assignment email lets the link self-heal when the rep signs in
Leads imported from another CRM arrived owned by a name rather than a person, so the board showed reps who did not exist as users and nobody could tell whose book was whose. The original name reads correctly from the moment of import, and mapping it to a real user re-owns every one of that rep's leads at once. A name match is only ever a one-click suggestion and is never committed automatically, because the write behind it changes ownership of hundreds of records. The same path covers the case that forced it: a rep quits, and their book has to move.
- Imported ownership data becoming meaningless on migration
- A departed rep's book being unreachable
- Manual reassignment of a whole rep's pipeline
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