How to Assign Contacts to a Team Member
Admins can assign contacts to specific team members to help organize conversations and manage follow-ups more efficiently.
This is especially helpful if your team divides contacts by region, client type, or account ownership.
Only account owners and admins can assign or reassign contacts. Team members will not be able to see other members' contacts or conversations.
Assign a contact:
Navigate to your contact list by selecting "Contacts" on the right side of the TextSpot app.
Select the contact(s) you want to assign.
Click on "Assign to" at the top of the table, choose who to assign the contact(s) to, and select "Assign to [choice]"
Admins can assign it to themselves, other team members, or unassign the contact.
