How 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.
Last updated
This guide shows you how to assign contacts to team members and add followers to keep the right people informed.
Last updated
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).
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.
Add Followers: Followers are team members who need to be aware of the contact’s progress but aren’t 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.
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, you’ll see the Owner field. Click Unassign and select the new owner from the dropdown menu.
If you want contacts to be automatically assigned to a specific team member, contact SalesRook support, and we can set this up through automation.