Strong relationships with contacts are built over time as a best practice, but we get it: sometimes your organizers are simply not available. This guide will explain how to reassign contacts in a Hustle group. You will need organization or group level access to perform these actions.
- Go to the Agents tab and click on the ellipsis (...) for the organizer whose contact's you wish to reassign.
- Select 'Reassign Agent's Contacts.'
- In the reassignment window, you will then be given options for whom you wish to reassign the contacts. You can reassign to one or several specific agents in the group, or you can randomly reassign amongst all agents. Make a selection then click on the 'Save' button.
NOTE: You can use CSVs to assign (or reassign) specific contacts to specific agents, as described in this article. Reassignments blend newly reassigned contacts with an existing agent's preexisting contacts. Check out managing contact expectations in this guide here!You can optionally remove an agent once you have reassigned all their contacts away. This is great for keeping your groups up to date with current organizers.
NOTE: If you use Assigned messaging strategy, these contacts will still be included if targeted without needing to be assigned. But if you use assigned goals, be sure those contacts are assigned so they are messaged!