How to Use the Contact Assignment Filter

Learn how to use the contact assignment filter to manage contacts assigned to you and apply it in lists, exports, and smart mails.

Written by Yujia Zheng
October 17, 2024

Step 1: Apply the Assignment Filter

• Go to the Contacts page and click on the All Contacts button in the top right corner.
• A drop-down list of users in your organization will appear. To view contacts assigned to you, click on My Contacts.

Step 2: Use the Assignment Filter in Lists

• The assignment filter is also available in contact lists, both live lists and static lists.

Step 3: Apply the Filter for Exports and Smart Mails

• You can use the assignment filter when exporting contacts or sending smart mails. For example, if 2 contacts are assigned to you, clicking the email or export button will only include those 2 contacts in the smart mail or spreadsheet export.

Benefit of the Feature

This feature helps team members focus on their designated contacts, preventing outreach crossovers within the team.

Frequently Asked Questions (FAQ):

Q: How do I use the assignment filter in ARTERNAL?
A: Go to the Contacts page, click the All Contacts button, and select My Contacts to see contacts assigned to you.

Q: Where else can I apply the assignment filter?
A: The assignment filter is also available in contact lists (live and static) and can be applied when exporting contacts or sending smart mails.

Q: How does the assignment filter prevent outreach crossovers?
A: By assigning specific contacts to each team member, the filter ensures only designated contacts are included in outreach, preventing crossovers.