VS CRM

Assign Contact

Assign Contact Instructions

  • Step 1

    First, select the contact from the list that you want to assign.

  • Step 2

    Click on the Assign button to open the Assign Contact pop-up.

  • Step 3

    Select the appropriate User from the list according to your requirement.

  • Step 4

    Click the Submit button.

  • Step 5

    Your contact will now be successfully assigned to the selected user.

AssignContact1

AssignContact

💡 Pro Tip: Assign Contacts Wisely

Always select the appropriate user for the contact to ensure smooth follow-up and efficient handling.