Change or Set the Controlling agent for Contact

1. Hover over the Contacts menu item and select Contacts.
2. Select your contact from the list or search for them using their name, phone, or email address.
3. Go to Edit > Details
4. Locate the Owner field, and use the drop-down box to pick the new agent. You can use the tick box to make the contacts private.
5. Click Update Contact to save your changes.

Note: Users must have the 'Can own contacts and make them private' permission to appear as an option in the Owner field. If an agent does not appear in the select box their role permissions may need to be changed to allow them to be a controlling agent.