The Contact Owner designation allows you to pre-assign Contacts to a specific member in your Heymarket team. Pre-assigning Contacts is a great way to segregate ownership of the conversation, for e.g. west region leads (contacts) can be assigned to a team member in the west.
If a contact is assigned to a team member via Contact Ownership, a new chat with the contact will be automatically assigned to that team member. However, if the chat was already assigned to a team member, modifying the Contact Owner will not update the assignment. To change this behavior, toggle the “Chat Assignment Following the Contact Owner” in Administration > Contact settings tab, as seen below. When enabled, modifying the contact owner will update the chat assignment.
If the chat is assigned to Nobody, but there is a designated Contact Owner, when the contact messages in, the chat will automatically be assigned to the Contact Owner.
In the Chats feature, you can see the Owner designation in the Contact’s details. See the below image:
In addition to manually designating the Contact Owner in the Chats feature, you can also assign Contact Owner upon Contact import. Below is an example of CSV contact import in which the “Owner” column, containing the Heymarket team member’s email address, will seamlessly designate the Contact Owner.
In the Contacts feature, you can filter contacts based on Contact Owner. Below is a screenshot of that sorting capability.
Also in the Contacts feature, you can mass assign contacts to owners. Below is a screenshot of that assignment capability.