After you have added your existing customer contacts to RoloCRM and invited your team members to use RoloCRM, you can assign customer contacts to team members are appropriate. Team members can see only contacts that are assigned to them.
The image below shows you how to assign a contact from the android app
If you want to assign more than one contact just select multiple contacts. That's it!
You can assign a contact to a team member from RoloCRM on the web as shown below
- Contacts can be assigned/ re-assigned only by the Admin
- The same contact can be assigned to more than one team member.