Assign Me To Shipper
Assign companies to help your team avoid reaching out to the same prospects.
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Assign companies to help your team avoid reaching out to the same prospects.
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By assigning yourself to a shipper, you will let your team know that you will be or are already pursuing them as a prospect.
Open a Shipper Profile card (illustrated below), and click the plus (+) button in the top left.
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).
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.
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.
