How Community Owners Route (Clone/Transfer) Contacts in Contacts
As a Community Owner, you can quickly and easily share Contacts with a Community.
You will have two options to route Contacts;
Clone
Share a copy of the Contact Record with another crmgrow user.
Transfer
Completely transfer the Contact Record from your dashboard to a crmgrow user.
Step 1
Click on "Contacts" on the system's left side. Next,, find the Contact/s you want to route into a Community.
Step 2
Click on the "Filter" icon at the top right of the contacts page.
Step 3
Add other filters you wish to have included within this filter set.
Step 4
Click the top left box to the left of the first column title to select ALL Contacts you have identified in the filter.
*Note: You can unclick boxes on the left of a Contact name to remove it from your created Share list.
Step 5
Click the "More" dropdown menu.
Step 6
Click on "Routing."
Step 7
A "Transfer contact/s" pop-up with two options for Routing a Contact will appear.
Transfer
Click the "dot" to the left of the choice to select that method.
Clone
Click the "dot" to the left of the choice to select that method.
Step 8
Click the blue "next" button at the bottom right of the pop-up menu.
Step 9
Click the dropdown menu for "Select Community/Team."
Step 10
Select the Community where you want to share the contacts by clicking on the name.
Step 11
Select how you are sharing the Contacts;
All Members assigned to the Contact/s.
Round Robin assignment to the Contact/s.
Click on a specific Community Member name to assign them all of the Contact/s.
Step 12
Click the blue "Transfer" or "Clone" button to complete the transfer or clone process of the Contact/s or "Close" to abandon the action.
*Note: This will add a "share pending contact" to the Contacts list and the Contact Record within the Activity tab. The Community member will see the Transferred or Cloned Contacts at the top of their contact page. They will need to Accept or Decline the cloned or transferred Contact manually.
If a Community Member accepts the Contact/s, the last activity will be updated to "accepted shared contact." The contact information will also be shared with the community members within the Community Contacts tab.
If a Community Member declines the Contact/s, the latest activity will update to "declined shared contact."