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Bulk Assigning Contacts to a User

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Bytimothy A
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Overview: 

The Bulk Assign to User feature lets you assign multiple contacts to a specific user at once. This helps streamline task delegation and manage workloads efficiently.

Follow these steps to bulk assign contacts to a user:

Step 1: On your Dashboard, click on the Call Log tab under the Communications section.
Step 1: On your Dashboard, click on the Call Log tab under the Communications section. 
Step 2: You will be navigated to the Call Log.
Step 2: You will be navigated to the Call Log.
Step 3: To enable the Bulk Assign User action, select a call history entry from the list by clicking its checkbox.
Step 3: To enable the Bulk Assign User action, select a call history entry from the list by clicking its checkbox.

Step 4: Alternatively, you can click the Select All checkbox at the top to select all call history entries.

Step 4: Alternatively, you can click the Select All checkbox at the top to select all call history entries.

Step 5: Once you’ve selected the call history entries, you can proceed by clicking the Assign to User button located above the list.

Step 5: Once you’ve selected the call history entries, you can proceed by clicking the Assign to User button located above the list.
Step 6: Click Assign To User to proceed.
Step 6: Click Assign To User to proceed.
Step 7: A pop-up window will appear, allowing you to configure the action. From here, you can select a user and add a note if needed. You can also view the total number of selected call history entries.
Step 7: A pop-up window will appear, allowing you to configure the action. From here, you can select a user and add a note if needed. You can also view the total number of selected call history entries.

Step 8: Click the Search Assign User dropdown menu to display all available users.

Step 8: Click on the Search Assign User dropdown menu to display all available users to choose from.
Step 9: You can select one or more users if needed. 
Step 9: You can select one or more users if needed.
Step 10: Click on Done to proceed with the assignment. This will apply the selected user(s) to the chosen call history entries. 
Step 10: Click on Done to proceed with the assignment. This will apply the selected user(s) to the chosen call history entries.
Step 11: This feature allows you to assign the selected call history entries to multiple team members at once, improving collaboration and making workload distribution more efficient. 
Step 11: This feature allows you to assign the selected call history entries to multiple team members at once, improving collaboration and making workload distribution more efficient.

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