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How to Assign Contacts in ARTERNAL
How to Assign Contacts in ARTERNAL

Learn how to assign contacts, either individually or in batches, to prevent outreach crossover and manage assignments effectively.

Kalila Richards avatar
Written by Kalila Richards
Updated over 2 months ago

How to Assign Contacts in ARTERNAL

Assigning contacts helps prevent outreach crossover within your team. Follow these steps to assign contacts:

To Assign One Contact:

  • Go to the contact's individual page, and in the Assigned to field, click on it to select the desired user.

To Assign Multiple Contacts at Once:

  • Add the contacts you want to assign into the selection cart. Click on the Assign to User button, then select the desired user.

After Assigning the Contacts:

  • To apply the assignment filter, click on All Contacts in the top right corner to filter by assigned users.

Frequently Asked Questions (FAQ):

Q: How do I assign contacts in ARTERNAL?
​A: For individual contacts, go to the contact's profile and use the Assigned to field. For multiple contacts, use the selection cart and the Assign to User button.

Q: Can I assign multiple contacts at once?
​A: Yes, by placing contacts into the selection cart and clicking Assign to User, you can assign multiple contacts simultaneously.

Q: How does assigning contacts help prevent outreach crossover?
​A: Assigning contacts ensures each contact is designated to a specific user, reducing the chance of multiple team members reaching out to the same contact.

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