Mass Responsible Reassignment

Portal: unknown Billing: unknown Robot: unknown

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

Complete the required settings to start the transfer. Preview is optional.

Action Report

Use Preview to review the current scope before starting, if needed.

`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.

Select View details for a Temporary transfer to see the available return actions.

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.

Handoff Transfer Access

Choose which users can change the responsible person from the Handoff tab in CRM entity cards. Bitrix24 administrators always have access and do not need to be selected.

No users selected. Only administrators have access.

Billing

Open billing cabinet to manage invoices and payment method.

Global Handoff Statistics

Installations and transfer usage across every connected portal. Available only to administrators of crm.emcsoft.io.

Statistics have not been loaded yet.

Portal Installation Operations Records Health Last Activity