There are occasions when we need to assign or unassign a specific contact to a staff member. There are two methods to accomplish this:
Contact Profile
Go to the contact profile and click on the "Change" button under the Assigned To section.
Then, search and select the name of the Staff.
2. All Contacts Group
In the upper left corner of your screen, click on the "Contact Groups" tab (Beside the search bar). Then, navigate to the "All Contacts" page or select a specific contact group. This will display a list of contacts within that group. From there, you can choose the contact you wish to assign to a staff member.
After selecting the contact by checking the box next to their name, you can click on the "Assign Staff" icon located in the right-hand menu. From there, you can begin assigning or unassigning the contact to a staff member.
