Assign Contact
-
1
If you want to assign any contact, first select the contact from the list.
-
2
Click on the Assign button to open the Assign Contact pop-up.
-
3
Select the appropriate User from the list according to your requirement.
-
4
Click the Submit button.
-
5
Your contact will now be successfully assigned to the selected user.
π‘ 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.