All Categories Contact Module Assign Contact to Member

Assign Contact to Member

Contacts are automatically assigned to the agent who added them, or when a contact is added using a lead or quote form.

If a contact needs to be reassigned to a new member, this can be done either in bulk or individually for each contact.

In this guide, we will show you how to reassign a member to a contact.

1. Select one or more contact


2. Click on the 3 dots menu


3. Select a "Member" from the list


4. Click on "Assign Member"