Auto-assign user when dialing
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Jake Rosenberg
When a user opens the dialer and dials a new number that is not yet in Contacts, the platform creates a contact with that number.
There should be a way to assign that contact to the same user that dialed the number.
Perhaps this can be a Workflow action under Assign User; Assign the contact to the user who dialed them.
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E
Eddy CEO WhatSnap.ai - Connect YOUR phone to GHL
We set up the outgoing call trigger with assign user workflow but it's still not perfect. The contact ownership gets messy when callbacks happen and different team members pick up.
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James Historia
I badly needed it. I have 5 different numbers assigned to user. I want the assigned user from that assigned phone number to be owner of that contact they dialed in.
The pain point is, I manually do this for the team because the agents cannot see the contacts because I set the team to only "visible assigned" contacts.
Such a very painful for a Call Center type of account. Imagine everyday they call hundreds to thousands of call.
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Anthony Skinner
I want to say this is solved now with an outgoing call trigger and an assign user workflow
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Josh Glenn
In my opinion, this is more than a needed feature. It is one of the first pain points anyone has who uses GoHighlevel with a team. Here's an example:
- User 1 calls prospect
- A contact gets created
- Contact calls back
- Another member of the team answers the call, not knowing anything about the previous call from the other team member
It's messy.
P.S. - The contact says it was created by MOBILE USER. We need to be able to assign a contact to the person who dialed the call.
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O
Obaid Ahmad
This is a much needed feature. Would help a lot!