Assign a contact to a teammate

Assign a contact when someone else on your team should follow up. Assigning is manual: you choose who gets each contact.

1. In Cards View, open the contact.
2. Click Assign / Set Reminder.
3. Under Assign to users, select one or more teammates.
4. To remind them to follow up, tick Set reminder and choose when. This is optional.
5. Click Assign.