Assign Lead to Multiple Users simultaneously
C
Chosen Agency
I would like to be able to assign a contact to multiple people on my staff at the same time so they all have access to add their notes after doing their job to help the single contact.
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S
Sales & Marketing
Merged in a post:
Ability to bulk edit assigned user
A
Austin Hall
Should be easy enough to add a box when selecting entire lists of contacts to bulk assign them to a user or equally distribute them among a set of users.
Right now the only way to do this is to create an automation triggered by a tag and bulk add tags, but it's a workaround.
K
Ken Monro
Very surprised more aren't on this... this is a big benefit to filter and sort or lookup by tag and then assign to a user in one step
A
Aaron Garcia
An added note to this - when a user manually creates a contact, it is redundant for them to assign that lead to themselves. It would be great to auto-assign a lead to the individual who manually created them