Assign imported contacts

When to use this

Use this when promoted imported contacts are ready to become employee-owned sales work.

Assignment is explicit in Klienta. Imported Allocation Hints can guide the decision, but they do not assign work automatically.

Before you start

• Confirm the records are promoted contacts, not staged source rows.
• Filter to contactable records when employees are expected to act on them.
• Decide whether reassignment is intentionally in scope.

Steps

1. Open Admin Contacts.
2. Apply filters for source allocation, contactability, and assignment state.
3. Review a sample of the filtered contacts.
4. Select the visible records or use filtered selection for the full eligible set.
5. Choose the target employee.
6. Confirm the assignment action and review the completion result.

What happens next

Assigned contacts appear in the employee's contact workspace and can participate in pipeline work, follow-ups, and email capture. Admins retain offer management.

Troubleshooting

• If a contact does not appear for the employee, confirm the assignment completed.
• If filtered selection skipped records, inspect eligibility and current assignment.
• If a company has attached contacts, assign the contacts explicitly instead of assuming company assignment assigns every contact.

Related articles

• Allocation cleanup
• Pipeline and email interactions
• Contact support