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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 team activity for assigned contacts?
  • How do I view assigned contacts?
  • How do I assign responsibility in Cloze?
  • How do I reassign contacts to another member of my team?
  • How do I assign a To Do?
  • How do I visualize my team’s contact assignment?
  • 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?

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