Contacts: Assign Contacts to Users in Bulk
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Nabilah Binti Salleh
Business problem:
There's no straightforward and intuitive method to assign contacts to users.
Desired outcome:
The ability to bulk assign contacts.
Current Workarounds:
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Nabilah Binti Salleh
Merged in a post:
Contacts: Distribute contacts evenly across multiple assignees when bulk assignment
Jeraldinn Campaña
Business Problem:
When bulk reassigning or unassigning contacts, the entire workload can only be given to one user, saturating a single agent.
Desired Outcome:
Allow selecting a team or several users during bulk reassignment, with contacts distributed evenly among them (e.g. 300 contacts across 3 advisors = 100 each).
Current workaround:
Bulk-tag the contacts and use a Workflow with the Assign To step set to round-robin — requires setup and works in batches of 100.
Laura Lizet Herreno Pulido
Hello! Could you inform us. Is this contemplated? The adjustment is very important to make the assignment efficient. Could you currently confirm to me what would be the most efficient way to do this. thanks
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Nabilah Binti Salleh
Hi, Laura Lizet Herreno Pulido, thank you for your comment. There’s a workaround for this — you can bulk update these Contacts (including their assignees) using the Contact Import feature. You can find the full steps here: https://respond.io/help/contacts/contact-import
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Sandi GDR
Yes please, I think alot of company have a same problem when the employee resign they must assign in bulk to new employee
* I know you have feature to assign chat to other employee when delete the user. But most of company will delete the user first & the new employee join later.
Amalia Putrieka
Hi Sandi GDR thank you for your feedback! We understand the challenge and appreciate your input. We'll take your suggestion into consideration as we work on improving our platform :)