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This article has been updated for the latest version of Less Annoying CRM. If your CRM looks different, you can click here to upgrade to the newest version of LACRM!

Assigning an import to one user

Here's how to assign an entire import to another user:

  • First, you'll need to import your file into the CRM. Not sure how to import? Learn how to here.
  • After an import is completed, on the left side of the page select "Assign these records to a different user" under the "Actions you can take on records from this import" section.
  • Then, select whether to reassign the contacts only, companies only, or both. We recommend reassigning both contacts and companies.
  • Finally, select the appropriate user’s name to reassign the imported records to that user.
Next up:
Give, giving file, reassign, spreadsheet
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