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How to Assign Conversations to Yourself or a Teammate

Single, bulk, and shift-click selection in the inbox.

Single Conversation

Open the conversation, click the Assignee dropdown in the contact panel on the right, and pick yourself or any teammate.

Bulk Assign

  1. Click the lightning icon at the top of the inbox list in the search bar.

  2. Click each lead, or hold Shift and click two leads to select everything in between.

  3. Hit Assign and pick a teammate.

Auto-Assign

Want to skip the manual step? Set up round-robin or assign-on-message under Settings β†’ Inbox β†’ Assignment Settings. Full walkthrough in the Settings Guide.

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