How to assign contacts to team members

    CategoryContacts and Companies
    Article typeDocumentation
    Estimated reading time 3 min read
    Last reviewedRecently reviewed
    Applies toGEVADE CRM accounts where the feature is enabled
    Access requiredAccess may depend on your user permissions
    Plan/configuration noteFeature availability may depend on your selected plan and account configuration

    Summary

    Assign a contact by opening their record and selecting a team member from the 'Assigned To' dropdown, or assign multiple contacts in bulk from the main Contacts list view.

    Who this article is for

    Sales managers and team leaders organizing lead distribution.

    Overview

    Assigning contacts to specific team members ensures clear ownership of leads and customers. It helps route notifications correctly, filters dashboard views, and prevents multiple reps from contacting the same person.

    Before you begin

    • Ensure the team members you want to assign contacts to have active user accounts in the CRM.

    Step 1: Step 1: Individual Assignment

    Open a specific contact record. In the left-hand details panel, locate the 'Assigned To' or 'Contact Owner' dropdown field. Select the appropriate team member and click Save.

    Step 2: Step 2: Bulk Assignment

    Navigate to the main Contacts list. Check the boxes next to the contacts you want to reassign.

    Step 3: Step 3: Use Bulk Actions

    Click the 'Assign to User' icon at the top of the list. Select the team member from the dropdown menu and confirm the action.

    Step 4: Step 4: Automated Assignment

    For new leads, use Workflow Automation. Create a workflow triggered by a form submission, and add the 'Assign to User' action to automatically route the lead to a specific rep or round-robin queue.

    Configuration note

    Assigning a contact does not automatically restrict other users from seeing them unless specific 'User Only' permissions are configured in the team member's settings (settings may vary by feature access).

    Important clarification

    Forgetting to reassign contacts when a team member leaves: Always reassign a departing employee's contacts to an active user to ensure no leads fall through the cracks.

    Resolution guidance

    Why can't I see a user in the assignment dropdown?

    The user might not have the correct permissions, or their account may be inactive. Check the Settings > My Staff area.

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