Assigning Contacts to a User

You can manually assign people to a User for follow up. Click Contacts in the menu bar. Next, locate the Unassigned column next to the contact you want to assign. Click the arrow in that field and start typing the name of the person you want to assign them to. Hit enter to save. You can also assign one contact to multiple people if needed.

You can view all assigned contacts by selecting the Assigned To filter in the left sidebar. Here you’ll see the names of all the Users and Admins in the org and the number of contacts assigned to them can be found to the right of their name. 

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