Assigning contacts to team members

Assigning contacts makes ownership clear — everyone knows who's responsible for which lead, and Sales users see the contacts that matter to them.

Assigning

1. Open the contact's detail page.
2. In the Quick Actions card, find Assigned to.
3. Select one or more team members from the dropdown.
4. The assignment saves automatically.

You can assign multiple team members to the same contact. The first person you add is treated as the primary assignee.

Why it matters

• Filtering — use the Assigned to filter on the Contacts list to view Assigned to me, Assigned to others, Not assigned, or a specific person. See Searching and filtering contacts.
• Visibility — Sales users focus on the contacts relevant to them, while Account Owners see everyone's. See Understanding your user role.
• Accountability — assignments are recorded, so you know who was assigned and by whom.

Tip: Keep Not assigned contacts to a minimum — assigning every lead an owner is the best way to make sure none get missed.