Didn't find what you were looking for?See all Knowledge Base topics
Team members can reassign Contacts to their team leader, and team leaders can reassign Contacts to any agent within their team. Learn how below!
If you’re on a team, you can reassign Contacts to the team’s leader, so they can go ahead and assign that Contact to someone else on your team. To reassign a Contact to your team leader:
Note: It usually takes 5-10 seconds for the lead to reroute through LeadRouter and fall off your list of Contacts. Don't worry if you still see them on your list right after clicking "Reassign".
As a team leader, you can decide to reassign any team leads to any member of your team. First, you’ll want to find the lead in Zap.
You can add team Contacts individually, or you can import a group of team Contacts at once with the import tool.
Adding an individual Contact
Adding multiple Contacts at once
There are three places in Zap where you can upload a CSV file with a group of Contacts:
Any of these actions will take you to the Import Contacts page. Click Choose File to select the CSV file you would like to import. Your CSV file must contain your Contact’s first name, last name, primary email or phone number, and their Client Type and Status. You can also import more information such as addresses, secondary emails, and additional notes.
If your CSV file doesn’t contain the Client Types or Statuses listed in Zap, you can still upload your file and manually choose the Client Types or Statuses for all your Contacts. You can also leave their Client Types or Statuses unassigned and adjust them later.
Once you’ve selected your CSV file, you must match your CSV columns with the appropriate fields in Zap. This ensures that your Contacts’ information in your CSV file will be correctly transferred to your Contacts’ profile. During this step, be sure to click the checkbox at the bottom of the page to import Contacts as Team Contacts.
Be sure to review the first four Contacts from your CSV file to make sure the information was mapped correctly. When you are finished, click Finish and import. Once all your Contacts are uploaded into Zap, you will receive an email with instructions on how to send a welcome email.
There may be areas of your CSV file that are unable to upload to Zap due to errors. If this happens, you will receive an email with a file that lists every Contact whose information contained errors. Simply correct the errors noted in the file and re-upload the file the same way you uploaded the original file.