ChapterBuilder - How to bulk assign Main Contact
The Main Contact feature allows you to assign a member of your team to each of your Leads.
A user can assign a Main Contact to more than one lead through the Assign Main Contact bulk action.
To assign a Main Contact to multiple Leads at once, follow these steps:
1. Navigate to your Lead, click on "Leads,"and select the Leads you want to work with. To select a Lead, simply click the checkbox in the upper right corner. You will know who you selected, because they will turn red. It will also tell you how many Leads you have selected at the top.
2. Click the red "Actions" button in the upper right corner and select "assign main contact."
3. Select the team member you want to assign to the selected Leads.
Note, you can always filter the Lead list by Main Contact for you to see the leads you have been assigned.
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