Sometimes it makes sense to assign certain contacts to employees: e.g. an employee has left the company and their contacts have to be split up, etc....
There are two options for assigning contacts:
Assign individual contacts
- Go to the contact overview and filter out the relevant contact
- Click on the pencil icon next to the contact to edit it.
- Under the menu item "Owner" you can now assign the contact to the corresponding staff member
Assigning several contacts at the same time
- In the contact overview, filter for the relevant contacts
- Select the contacts
- Click on the collective action "Change owner" and "Apply
- Determine the owner and click on "Continue".
Share campaigns with specific users
Perhaps you want to release a campaign to a new employee? Proceed as follows:
- Click on "Campaigns" to get to the overview.
- Click on Actions -> Edit for the corresponding campaign.
- Select the user for whom the campaign should be activated.