Here's a way to speed up your leads workflow, by assigning companies to members of your team.
For any lists with the Assigned to column showing, you can view if that company has open tasks or planned appointments.
Overdue activities show in red. An inactive user is shown with a user icon with a cross instead of a profile picture.
If an appointment has more than one user, Upsales will show the account manager first
To assign a company to a member of your team, complete the following steps:
- On the list (for example, Leads or Companies), select the Assign button on the row for the company you want to assign. If the company already has an open activity or appointment, click the user in the Assigned to column and then Assign user:
- Select the User you want to assign to this company. Set user as account manager is on by default: the user becomes account manager unless the company already has one and your account allows only one account manager per company. Turn the toggle off to leave the account manager unchanged
- The Contacts associated with this company are listed. Select the contact
- Enter an Activity description (on some accounts the field is called Phone call description) and any Notes
- Select Assign and the user will be notified via email