Mass Responsible Reassignment

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Transfer Setup

Set who should be reassigned, when it should return, and what entities should be updated.

Step 1

Who

Choose the current owner and the target owner.

Step 2

When

Select transfer mode and, for temporary mode, schedule auto-return.

Step 3

What

Select entities and behavior options for this transfer.

Options
Entities

Action Report

Run Preview or Start Transfer to see a clear report here.

`Permanent` means responsibility was reassigned with no automatic return. `Temporary` means responsibility will be reassigned back on the scheduled return date.

Completed Scheduled return Running Failed Cancelled

Job History

Density
Status Transfer Old/New Completed Total Actions

Changed Entities

Select a job to view changed entities.

Entity ID Name Status Action

Automation Robot Guide

Handoff includes a Bitrix24 automation robot that changes the responsible user not only for a Deal or Lead, but also for related records based on your settings.

What The Robot Updates

  • Main Deal or Lead responsible user.
  • Related CRM Activities.
  • Related Tasks.
  • For Deals: linked Contact(s) and Company.
  • Optional: related Invoices and Quotes.

Setup In Bitrix24

  1. Open CRM and go to the pipeline/stage automation where you want the robot to run.
  2. Click Add robot.
  3. Select robot Change Related Responsible.
  4. Set New responsible user (required).
  5. Enable or disable options for Activities, Tasks, Contact, Company, Invoices, Quotes, and history logging.
  6. Save automation and move a test Deal/Lead into that stage to trigger execution.

Recommended Preset

  • Keep Activities and Tasks enabled in most cases.
  • For Deal pipelines, enable Contact and Company to keep ownership consistent.
  • Enable Invoices and Quotes only if your process actively uses them.
  • Keep Save history enabled for troubleshooting.

If Nothing Changed

  • Verify the robot has a valid target user.
  • Verify the stage automation is actually triggered.
  • Verify integration user permissions allow updates for all selected entity types.
  • Check application logs for robot execution warnings.

Billing

Open billing cabinet to manage invoices and payment method.