How-to

Assign Contact

  1. 1

    If you want to assign any contact, first select the contact from the list.

  2. 2

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

  3. 3

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

  4. 4

    Click the Submit button.

  5. 5

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

AssignContact

πŸ’‘ Pro Tip: Assign contacts wisely

Always select the contact first and assign it to users who have enough bandwidth to follow up quickly. This helps prevent delays and ensures smooth workflow.