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How to assign contacts and leads to other users

Note: You are only able to assign leads to another user if you have permission to access their contacts. Here are instructions for setting up sharing permissions for a manager.

If you're a manager, you might want to enter leads into the CRM yourself and then assign them to your employees. There are two different simple ways to do this:

Assign an individual contact to a different user

When viewing a contact's profile, you'll see a box on the right-hand side of the screen that says "Contact Info" (or "Company Info if you're looking at a company). Assuming you have the ability to see other user's contacts (which you should if you're a manager) the first item in that box will say "Assigned to ____." Clicking "edit" will allow you to assign the contact to a different user.

Assign contacts in bulk to a different user

If you want to assign many contacts at once, you can do so from the Contacts page. You can filter the contacts using a search or Groups if you want to, and then just check the box next to a contact's name to indicate that you want to re-assign them. If you want to re-assign all the contacts shown, check the "Select all" box at the bottom of the page. After checking the contacts, you'll see an option at the bottom of the screen that says "Assign to a user."

Next up:
Assigning leads, contact assignment, team sharing