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How to Check What User is Assigned to the Contact

Learn how to efficiently manage contact assignments in Aesthetix CRM with this comprehensive guide. Discover how to check whether contacts are assigned or unassigned, ensuring optimal organization and effective delegation of tasks. This tutorial provides step-by-step instructions on accessing and interpreting contact status indicators, empowering you to streamline workflow and maximize productivity. Whether you're assigning leads to your team or tracking client engagements, mastering contact status management enhances efficiency and drives success within your CRM platform.

1. Let's start by clicking on 'Contacts'.

1 To start off, click on the element.

2. Next, please click on the option 'Smart Lists'.

2 Now, click on "Smart Lists".

3. Now choose your desired 'Contact person' from the provided list.

3 Click here.

4. Check out the 'Owner (Assign to)' section to observe any assigned contact person.

4 Click on "Owner (Assign To)".

5. If you don't see a name, that means no one has been assigned yet.

5 Click here.

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How to Check What User is Assigned to the Contact | Aesthetix CRM