pendingAccount Ownership FieldsU9 provides users the ability to assign Agents or Agent Teams to the ownership of a contact in Contact manager to an agent and/or agent team. Users can select a contact and assign Agents or Agent Teams to the selected contact by defining the Ownership Type in the now utilize the Contact Ownership section of the selected contact and further defining define the Agent/Agent Team fieldfields. This This allows the users to search and create Campaigns based on this assignment. Navigate to Config>Contacts>Contacts>Double Click a Contact>General tab. |