How to assign contacts to users

Modified on: Fri, 12 Jan, 2018 at 12:34 PM


Applicable plans
Sprout Blossom Garden EstateForest


You can assign contacts to users individually and  in bulk. By default, the user adding a contact is made the owner but you can always reassign the contact to a different user. You can assign contacts to users in one or all of the following ways,

1. From the details page

2. Bulk assign

3. Via import


Assigning a contact to a user from the details page

  1. Select a contact from the Contacts list view page. In the details page of the contact, click the View and edit all fields icon.
  2. In the Edit Contact overlay, choose the user you’d like to assign the contact to from the Owner drop down.
  3. Hit Save.


Bulk assigning contacts to a user

  1. Go to the Contacts tab, select the contacts you’d like to assign to a user by clicking the checkbox beside their names.
  2. From the bulk actions tray, click the Assign To button.
  3. In the Assign To overlay, choose the user you want the selected contacts assigned to from the Owner drop down.
  4. Hit Assign.


Assigning contacts to a user via import

When you import a CSV file with a column that has the email addresses of the registered users (in Freshsales), then the contacts are automatically assigned to the respective users. 













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How to assign contacts to users

Modified on: Fri, 12 Jan, 2018 at 12:34 PM


Applicable plans
Sprout Blossom Garden EstateForest


You can assign contacts to users individually and  in bulk. By default, the user adding a contact is made the owner but you can always reassign the contact to a different user. You can assign contacts to users in one or all of the following ways,

1. From the details page

2. Bulk assign

3. Via import


Assigning a contact to a user from the details page

  1. Select a contact from the Contacts list view page. In the details page of the contact, click the View and edit all fields icon.
  2. In the Edit Contact overlay, choose the user you’d like to assign the contact to from the Owner drop down.
  3. Hit Save.


Bulk assigning contacts to a user

  1. Go to the Contacts tab, select the contacts you’d like to assign to a user by clicking the checkbox beside their names.
  2. From the bulk actions tray, click the Assign To button.
  3. In the Assign To overlay, choose the user you want the selected contacts assigned to from the Owner drop down.
  4. Hit Assign.


Assigning contacts to a user via import

When you import a CSV file with a column that has the email addresses of the registered users (in Freshsales), then the contacts are automatically assigned to the respective users. 













Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial