Skip to main content

​
Audience

  • Sales teams who split incoming leads between agents
  • Team leads routing a lead to the right colleague
  • Anyone who wants a quick view of just their own leads

​
Prerequisites

  • Access to the Contacts page or the Leads Inbox in your workspace
  • At least one other teammate in your workspace (to assign leads to someone else)

​
Overview

You can assign any contact to one or more teammates in your workspace. Assignment answers a simple question — “whose lead is this?” — so work doesn’t fall through the cracks. A contact can be:
  • Assigned to you, so it shows up under your My Contacts filter
  • Assigned to a colleague, to hand a lead over
  • Assigned to several people, when a lead is worked jointly
  • Left unassigned, the default for every new and synced contact
Assignments are visible wherever the contact appears — the Contacts table, the contact detail panel, and the Leads Inbox — and each assignee is shown by name, so you always know who owns what.

​
Assign from the Leads Inbox

When you’re reading a lead’s conversation in the Leads Inbox:
  1. Open the lead’s thread.
  2. In the thread header, click the Assign to teammate button (next to the view-contact button).
  3. Pick one or more teammates from the list.
  4. The assignees are saved immediately and shown as name badges on the contact.
This is the fastest way to claim a lead you’re replying to, or to route it to the colleague who should follow up.

​
Assign from the contact detail panel

You can also manage assignment from the contact’s details:
  1. Open a contact (click a row in the Contacts table, or open the contact from the Inbox).
  2. Go to the General tab.
  3. Under Assigned to, add or remove teammates.
  4. Save your changes.
Each assignee appears as a chip. Remove a chip to unassign that person; clear them all to make the contact unassigned again.

​
The My Contacts filter

The Contacts table has a dedicated My Contacts tab alongside the source tabs (All, Manual, CSV Upload, and so on).
  • My Contacts shows only the contacts assigned to you.
  • It updates instantly as leads are assigned to or unassigned from you.
  • Like the other tabs, your selection is saved in the URL, so you can refresh, bookmark, or share the view.
Use it as your daily worklist — open My Contacts to see exactly the leads you’re responsible for, with nothing else in the way.

​
How assignee names are shown

Assignees are shown by their first and last name. If a teammate hasn’t set a name, their email is shown instead so you can still tell who it is. If a person who was assigned to a contact later leaves the workspace, their assignment shows as Unknown user until it’s removed. You can open the contact and clear that chip at any time.

​
What assignment does and doesn’t do

  • Assignment records ownership — it does not change who can see or edit the contact. Everyone in your workspace can still view and work the contact.
  • Assignment survives CRM sync. If a contact is later updated by a VaultRE, AgentBox, or Eagle MRI sync, its assignees are kept.
  • New and freshly synced contacts start unassigned until someone claims them.

​
Troubleshooting

​
A teammate isn’t in the assignee list

Only members of your current workspace can be assigned. If someone is missing, confirm they’ve been added to the workspace.

​
My Contacts is empty

My Contacts only shows leads assigned to you. If it’s empty, no contacts are currently assigned to your account — assign one to yourself from the Inbox or the detail panel and it will appear.

​
An assignee shows as “Unknown user”

That teammate has left the workspace but their assignment is still on the contact. Open the contact’s General tab and remove the chip to tidy it up. If something still looks wrong, contact support.