π·οΈHow to: Assign a user to a contact
This guide shows you how to assign contacts to team members and add followers to keep the right people informed.
Step 1: Navigate to Contacts
Go to the Contacts Tab: From the SalesRook dashboard, click on the Contacts tab to access your list of contacts.
Select the Contact: Locate the contact you want to assign and click on their profile (e.g., SarahTest).
Step 2: Assign a User to the Contact
View the Current Owner: In the center of the screen, you will see the Owner field, showing the current team member assigned to the contact (e.g., Sarah).
Unassign the Current Owner: If you need to change the assignment, click on Unassign Owner to remove the current user.
Select a New User: From the dropdown menu, choose the team member you want to assign the contact to.
Save Changes: The new user will now be assigned to this contact.
Step 3: Add Followers to a Contact (Optional)
Add Followers: Followers are team members who need to be aware of the contactβs progress but arenβt responsible for managing the contact.
Click the Plus Sign: In the Followers section, click the plus sign to add a new follower.
Select a User: Choose the user you want to add as a follower from the dropdown menu.
Step 4: Assign a User from Conversations (Alternative Method)
Go to Conversations: Navigate to the Conversations tab and find the relevant conversation with the contact.
Change the Owner: On the right-hand side of the screen, youβll see the Owner field. Click Unassign and select the new owner from the dropdown menu.
Step 5: Automate Contact Assignment (Optional)
If you want contacts to be automatically assigned to a specific team member, contact SalesRook support, and we can set this up through automation.
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