How to assign a sheet to another user

Assigning a file to another user is reserved for administrators of the web2contact account. For a user to access this functionality, you must activate the "Authorize to assign files to users" right in the "Rights" tab of the "User management" menu.

When processing contact records, your agents will be able to assign a record to another user using the menu Burger point

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You will then need to select which agent you wish to assign the record to. Only the agents assigned to the prospecting campaign will appear in the list of proposed assignments.

You can enter a comment that the recipient can consult when opening the file.

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For any questions, contact the Support.