Contacts are automatically assigned to the member who added them, or when a contact is added using a lead form or eQuote.
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 contacts
2. Click on the three-dot menu located in the upper right corner of the table
3. Select a "Member" from the list
4. Click on "Assign Member"
