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Pre-Assigning Users to Contacts

Automatically assign a team member to a lead or contact.

Last updated on February 10, 2022

If your Avochato users already have a relationship with their leads and contacts, you will want to make sure they are the 'owner' of their contacts. Any inbound message from that contact will be auto-assigned to their related owner by default. The most effective way to do this is by CSV Upload but you can also do this on an individual basis.

CSV Upload

When importing a contact list via CSV, you can add a column with the header titled "User". You will want to populate the rows with the team member's email addresses they use when logging into Avochato. When the list is imported, all contacts will have the related "owner".

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Individually

Navigate to the contact record in Avochato (You can click their name in the main inbox to jump there quickly).

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As you scroll down through the various fields, you will notice the "Owner" field. Click and select the owner of the contact by email address then click "Save".

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Note, you can still re-assign a conversation to a different user while keeping the owner of the contact the same. This can be useful if another user needs to be the main point of contact for a set period of time.

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