- On the left navigation, click Leads & Contacts > Contacts.
- Use the search bar to quickly find your contact(s).
- Search by name, email, or phone number.
- Check the box next to each contact name.
- At the top of the screen, click Actions > Share With User OR Assign to User.
- A slide out screen will appear.
- Choose one of the following actions:
- In the dropdown, choose a team member and click Submit.
- Click Notify Shared Members to notify the shared users of a certain contact.
How to Share or Assign Contacts Print
Modified on: Mon, Apr 13, 2020 at 2:44 PM
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