How to assign multiple contacts to your inside team member
Written by Ashley Yancoskie
Updated on May 28, 2024
On the side navigation bar, select "Contacts" then select "Contacts List".
Once you are on your "Contact List", select the contacts you wish to assign to your inside team member. (NOTE: you must assign the contacts you have selected on one page before moving to your next page of contacts. If you move onto the next page without assigning the contacts, the previous page's selections will become unselected.)
Once you have your contacts selected, click on the "Actions" drop-down menu at the top of your contact list, then select "Assign/Remove Inside Team".
Once you select this "action", you will be prompted to select an inside team member. Select the team member you wish to assign the contacts and that's it!
