Assign Data

Once the data has been successfully imported into the Target Profiles page, you gain the authority to assign the data to any user. This empowering feature enables you to efficiently allocate contact data to the relevant users. Leveraging the provided filters enhances the effectiveness of this process, allowing for targeted and precise data allocation.

This seamless functionality streamlines user management and ensures that the right data reaches the right users for effective account-based marketing strategies.

To efficiently assign a contact to a user, follow these steps:

Step 1: Choose Desired Data:

• Select your preferred contacts or account data by marking the checkbox next to each entry.

Step 2. Trigger Assignment:

• Click on the "Assign To" button.

Step 3. User Selection:

• A pop-up box will surface, presenting a drop-down menu.

You can now assign the associated accounts of contacts to the contact owner effortlessly by enabling the toggle button.

Step 4. User Confirmation:

• From the drop-down menu, opt for the user you wish to assign the data to. Subsequently, confirm this assignment by clicking the "Assign" button within the pop-up box.

This user assignment feature allows you to efficiently manage and distribute the workload among users, ensuring that the right individuals have access to the relevant contacts or account data within the product.