This article was developed to describe the steps involved in the assignment of contacts within the CRM. It is organized by the following topics:
Assigning a Contact
- From the Contacts tab, click the right-facing green arrow (
) next to the contact you want to make changes to. - Do one of the following:
- Click Change Secondary Assignments and go to step 3; or
- Click Edit Contact and go to step 4.
- If you selected Change Secondary Assignments, the Change Assignments window opens.
- Select an option from the various dropdown menus to match your needs. Click the Update Assignments button when finished.
- Select an option from the various dropdown menus to match your needs. Click the Update Assignments button when finished.
- If you chose Edit Contact, the Add a Contact window opens.
- Near the top of the page, select an option from the Company dropdown menu to assign the contact to a different company. Next, select a different option from the Assigned To dropdown menu to assign the contact to a different user in the CRM. Click the Save button when finished.
Making a Contact Public or Private
Contact files are private by default.
IMPORTANT
Only the Assigned User (and anyone with Shared User Data access to the Assigned User's contacts) has access to the contact.
- To change the contact's public or private status, go to the Client Dashboard and edit the contact by following the steps in the section of this document entitled, Assigning a contact.
- Do one of the following:
- Select the Public checkbox to make the contact public.
NOTE
Public contacts are viewable by all Users regardless of the contact's assignments. - Clear the Public checkbox to make the contact private.
- Select the Public checkbox to make the contact public.
- Click the Save button found at the bottom of the page when finished.
Assigning Contacts & Shared User Data
Assigning contacts essentially grants access to a client's data file to a specific user in the CRM. The shared user data settings determine if other users can also have access.
Shared user data allows a user to view a contact's data that was assigned to, or created by, the selected users.
NOTE
Only users with Super Admin Settings privileges can control these settings.
See more on Shared User Data in our Help Center article located here. (Opens in New Window)
FAQs
Can I reassign all the leads from one user to another?
Yes, please visit our article on using the Mass Edit tool to reassign contacts. Click Here
Can contacts be automatically assigned?
Yes, go to the Admin tab and select Settings from the Navigation Bar. Within the "General" section of the page, be sure to enable the "Auto Assign Contacts" feature by clicking the checkbox next to it.