🏷️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.

Step 1: Navigate to Contacts

1. Go to the Contacts Tab: From the SalesRook dashboard, click on the Contacts tab to access your list of contacts.

2. 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

1. 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).

2. Unassign the Current Owner: If you need to change the assignment, click on Unassign Owner to remove the current user.

3. Select a New User: From the dropdown menu, choose the team member you want to assign the contact to.

4. Save Changes: The new user will now be assigned to this contact.

Step 3: Add Followers to a Contact (Optional)

1. Add Followers: Followers are team members who need to be aware of the contact’s progress but aren’t responsible for managing the contact.

2. Click the Plus Sign: In the Followers section, click the plus sign to add a new follower.

3. 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)

1. Go to Conversations: Navigate to the Conversations tab and find the relevant conversation with the contact.

2. 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.

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.