Assigning Responsibility
Assign leads, to dos, Next Steps, and contacts.
- How do I alert a team member about a note or To Do?
- [VIDEO] Sharing Contacts Overview
- How do I share or assign multiple contacts at once with my organization?
- How do I assign a person to a member of my organization?
- [VIDEO] Assigning To Dos
- [VIDEO] Assigning Contacts Overview
- [VIDEO] Assigning Contacts In Bulk
- How do I view assigned contacts?
- How do I view team activity for assigned contacts?
- How do I assign responsibility in Cloze?
- How do I assign a To Do?
- How do I reassign contacts to another member of my team?
- How do I visualize my team’s contact assignment? (Assigned)
- How do I enable my team members to take ownership of unassigned contacts?
- How do I assign a company to a member of my organization?
- How do I filter by who is assigned?