⭐Assign Me To Shipper

Assign companies to help your team avoid reaching out to the same prospects.

Overview

By assigning yourself to a shipper, you will let your team know that you will be or are already pursuing them as a prospect.

From The Magic Map

Open a Shipper Profile card (illustrated below), and click the plus (+) button in the top left.

From The CRM Company View

After you or someone in the same workspace as you has assigned themselves, go to the CRM page and switch to the Company Centric tab. Below the parent company details on the left, you will see an 'Assigned To' section, click the 'Assign To Me' button, or click the existing assignee to change who is assigned (only available to Owner roles).

Owner roles can override assigned to members by hovering over the existing assigned member from the Company Centric view

Un-Assigning

From The CRM Company View

Go to the CRM page and switch to the Company Centric tab in the CRM page. If you are assigned to a particular company (or an owner), you can hover over your name and click the X icon.

From the MagicMap

Open a Shipper Profile card of a company which you're assigned to, click the (+) button at the top left, click the 'Unassign Me' button.