Assign a person responsible to a contact

Assign a person responsible to a contact

The contact responsible lets you record which member of the gallery team manages the relationship with that contact.

Assign a person responsible to a contact

1. Go to Contacts > List.
2. Create a new contact or open the record of an existing one.
3. In the Responsible field, select the person in charge of managing that contact.
4. To be able to select someone as responsible, they must first be recorded as a contact in ITGallery.
5. Save your changes.

Once assigned, you can filter contacts by responsible from the advanced search, which makes it easier to find the contacts managed by each member of the team.