How Team Owners Select Assignee on a Contact Record

When a user creates a Team Sub-Profile Account within crmgrow, they can easily assign Contacts to that Sub-Profile by clicking on the "Select Assignee" dropdown menu.

Step 1

Open a Contact Record.

Step 2

Click on the small arrow icon at the top left of the Contact Record profile image to open a dropdown menu in the top left section of the Contact Record.

Step 3

Click on an "Assignee" Team name (a team you've added to the Team tab in My Profile).

*Note: To remove someone, click the small arrow icon to open the dropdown menu and click "No assignee."

Step 4

This will trigger an email notification to the Assignee to let them know a Contact has been shared with them.