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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J
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.
A
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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Obaid Ahmad
This is a much needed feature. Would help a lot!