Owner Assignment Settings (Agent/Sales Assignment)

Owner is the email address of the assignee. In Contact, each customer can be assigned one Owner, primarily used for sales attribution. In YCloud's products, when a message is received in the Inbox, conversations can be allocated based on customer assignment.

How to Set Up Owner?

Method 1: Editing in Contact

Locate the customer's information in Contact, click to expand the editing page.

Find the Owner setting item and set the Owner.

Enter the Owner's email address and click save, also supporting dropdown selection of existing Agents (Agents in Inbox)

Method 2: Setting Owner in Inbox

After logging into Inbox, expand the user information bar. Click Owner, select the desired Owner to transfer, and the transfer is completed instantly.