Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

Return to User Hub



pending

Contact Manager Enhancements

Account Ownership Fields

U9 provides users the ability to assign Agents or Agent Teams to a contact in Contact manager. Users can select a contact and assign Agents or Agent Teams to the selected contact by defining the Ownership Type in the Contact Ownership section and further defining the Agent/Agent Team field.  This allows the users to search and create Campaigns based on this assignment. Navigate to Config>Contacts>Contacts>Double Click a Contact>General tab.

 
  • No labels