assign agent in contacts Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 12 Oct 2023 14:23:03 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.2 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico assign agent in contacts Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Multiple Select and Assign Agents in Contacts https://www.insuredmine.com/knowledge-base/multiple-select-and-assign-agents-in-contacts/ Wed, 01 Feb 2023 13:14:05 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=13684 You can assign agents for multiple contacts in one go!   To view the enhancement: Navigate to contacts Select the contacts for whom you want to assign an agent Click on assign agent from the top /*! elementor – v3.14.0 – 26-06-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} From the drop-down select the agent whom […]

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You can assign agents for multiple contacts in one go!

 

To view the enhancement:

  • Navigate to contacts

  • Select the contacts for whom you want to assign an agent

  • Click on assign agent from the top

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  • From the drop-down select the agent whom you want to assign

  • Click on update

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  • You will get a success message saying: Agents updated successfully.
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  • Once updated the agent’s name will be flashed in the contact list.
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  • But in case if the assigned agent is Admin Account, then in that case, if you assign an agent for that contact and mark it as default then, the newly assigned agent will replace the admin agent.
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  • But in case if you add an agent and do not mark it as default, then the agent name will be added along with the existing one.
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