Assigned User allows ClientTether to know which of your Account Users are working with a contact.

This makes it possible for ClientTether to direct emails, text messages, and calls to the Assigned User.

In the top left corner of the Contact Profile there is a drop down menu for Assigned user.

Select which user you would like to assign to the contact.

This allows you to automate assigning users with your Action Plans.

You would want to use this option if a specific Action Plan meant that the contact needed to be working with a certain user. This is common with early-stage lead follow-up prior to being contacted by an estimator or a sales executive.

To accomplish this:

1. Go to Action Plans
2. Open the Action Plan you desire to assign to a specific user
3. If you want the user to be assigned before actions fire off, create a new "Immediate" action type and assign it to the first step.
4. In the "Action Type" drop down menu select Assign User
5. Underneath timing, the drop down menu "Select User" will appear. Use this to specify which user you would like to assign
6. Also note if you would like to switch to no assigned user in an action plan you can make a step where you select "No User Assigned"
7. Click "Save Action" at the bottom of the window

This feature allows you to automate assigning users to your Sales Cycles.

You would want to use this option if a specific user in your organization should manage lead and contact relationships within specific Sales Cycles. This is common when CSR teams engage leads at a certain point and then hand off the relationship to other teams after appointments are scheduled. Also, some organizations wish to assign certain users to manage client relationships after service has been provided.

To accomplish this:

1. Go to Sales Cycles in Settings
2. Select the Sales Cycle in which you would like to Assign a User
3. Select the "Assign User" drop down Menu and select which user you would like to assign
4. Save Sales Cycle

There are two places you can see if a Contact has an Assigned User.

• The Contact Profile
  • Top left Corner
• The Contact List
  • Assigned User Column*

* Note: You need to have selected the "Assigned User" option to appear in the column header within the Contact Page Settings.

To send all action plan calls to the Assigned User do the following:

1. Go to settings
2. Select the "ActionPlans" tab in settings
3. In "Action Call Options"(top-left menu), select default.
4. Under default, make sure "Divert to Assigned User When Possible" is checked.
5. Click "Save Action Call Options"

To send all action plan emails from the Assigned User do the following:

1. Go to settings
2. Select the "ActionPlans" tab in settings
3. In " System Emails to/from Users "(top-right menu), check "Send from Assigned User".
4. Click "Save Email Settings"

To send all incoming calls to an Assigned User do the following:

1. Go to settings
2. Select the "ActionPlans" tab in settings
3. In "ClientTether Phone Return"(bottom-left menu), select default.
4. Under default, make sure "Divert to Assigned User When Possible" is checked.
5. Click "Save Return Settings"

To send all incoming texts to the Assigned User do the following:

1. Go to settings
2. Select the "ActionPlans" tab in settings
3. In "ClientTether Text Return"(bottom-Right menu), check "Divert Returned Texts to Assigned User's Phone When Possible" is checked.
4. Click "Save Number"