FAQs in this section
What is the People module?
Who is a Contact?
Can my contact be an organization?
How do I create a contact?
Can I add a contact with only a few details and add more details later?
How can I add hundreds of contacts?
Can I export my contacts to an external source?
How do I import contacts from a .csv file?
What happens to contacts and deals when I delete their related organization?
How can I see the number of deals related to a contact?
How can I change a contact back to a lead?
If a Contact moved to another Organization (Company), how should we deal with it?
Where do I set the customer support period for a contact?

How can I assign a contact to a rep?

You can assign a contact to a rep by entering their name in the Assigned To field of the contact record or use auto-assignment rules. 

You can assign leads, contacts, and deals automatically using assignment rules.

Follow these steps to set up assignment rules:
  1. Click your display picture located on the top right corner of the screen.
  2. Click Settings.
  3. Look for Automation and select Assignment Rules.
  4. Pick a module you want to set up assignment rules for, from the Select Module drop-down.
  5. Pick a user group to which you want to apply the rules.
  6. Choose an assignment mode from Assignment Mode header.
  7. Pick members from the group to which the rules must apply from the Members header.
Your assignment set up is saved automatically and comes into effect.

Note: You can access Settings only if you are an Admin user.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube