Imports & Cleanup
Allocation cleanup
Use imported allocation hints to prepare unassigned contacts for ownership.
For admins.
When to use this
Use this after importing or promoting contacts when you need to turn source-system labels into real Klienta assignments.
Imported Allocation Hints are source metadata. They are useful filters, not automatic ownership rules.
Before you start
- Confirm the import batch has been reviewed.
- Decide which source allocation hints map to current team ownership.
- Check whether missing source allocation should be handled separately.
Steps
- Open the promoted contacts workspace.
- Filter by Imported Allocation Hint or missing source allocation.
- Filter to contactable and unassigned records.
- Review the current filtered count.
- Use filtered selection only when you intend to include every eligible record matching the current filters.
- Assign the selected records to the target employee.
What happens next
Assigned contacts become employee-owned work. The Imported Allocation Hint remains visible as source metadata after assignment.
Troubleshooting
- If counts look too high, narrow the filters before using filtered selection.
- If records are skipped, check whether they are already assigned or not contactable.
- If a source allocation label is stale, treat it as metadata and decide manually.