As a Company Admin in Accountable CRM, efficiently managing your organization’s contacts is crucial to ensure that the right users handle the right relationships. With our Assign Contacts feature, you can directly assign new or existing contacts to any user within your company, keeping your CRM structured and your sales process optimized.
Steps to Assign Contacts to Users :
Log in as a Company Admin. Use the Quick Action to create a new contact and assign a Company User during creation.
Once you done, Click Save.
The newly created contact will be directly assigned to the selected Company User. The contact will also be visible under Company Contacts.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support