Custom Assign Contacts to Users

Option One: Bulk Select Contacts

  1. 1. Click on the checkboxes to select contacts

    Tip: To select many contacts without clicking each box, you can click the first contact and then shift+click to select the last one, and it will include all check all contacts in between.

    Click on the checkboxes to select contacts

  2. 2. Once checkboxes are selected, click assign users

    Once checkboxes are selected, click assign users

  3. 3. Select the user to assign contacts to

    Select the user to assign contacts to

  4. 4. Click on Assign

    Click on Assign

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  1. 5. Click on the filter icon on the right side

    Click on the filter icon

    Click on the filter icon on the right side

  2. 6. Select a filter or multiple filters to use

    Select a filter or multiple filters to use

  3. 7. In this example, we will use the ask amount.

    In this example, we will use the ask amount.

  4. 8. Select the parameter and the amount

    Select the parameter and the amount

  5. 9. Click on Filter

    Click on Filter

  6. 10. Select all contacts on the filtered view

    Select all contacts on the filtered view

  7. 11. Click on assign users

    Click on assign users

  8. 12. Select the user

    Select the user

  9. 13. and click assign

    and click assign

Option Three: Use a list view

  1. 14. Select a list view

    List views are saved filter views

    Select a list view

  2. 15. Select the list view you want to use

    Select the list view you want to use

  3. 16. Select all

    Select all

  4. 17. Click on assign users

    Click on assign users

  5. 18. Select the user and click assign

    Select the user and click assign