PDwise - Assigning Contacts

This feature allows teams to distribute leads or customer contacts evenly among members, ensuring clear responsibility and follow-up. Every action taken with the contact will be tracked under the assigned user’s name 

To assign contacts in PDWise, follow these steps: 

1. Navigate to the Opportunities section from the main dashboard

2. Choose the contact you want to assign

3. Look for the Assign Contact icon on the customer job box (Refer to the images below)