Launch special: 50% off paid Self-Serve plans, stacking with 20% off annual billing.
Help center

Guide

Finding contacts assigned to you

When someone assigns contacts to you, one at a time or in bulk with Assign to User or Move to, the bell shows one notification for the whole batch, naming who did it, such as "Sarah Lim assigned you 455 contacts". Click it and Contacts opens on everything assigned to you since that hand-off, sorted by date assigned with the newest first. That is the contacts from that notification, plus any assigned to you after it, which appear above them. The filter pills above the table show what is applied (Assigned: your name, and Date assigned: Since the date and time of the assignment). Remove a pill, or click Clear all, to go back to all your contacts. If the notification opens an empty list, those contacts have since been reassigned or removed.

You can also find newly assigned contacts at any time:

  1. Contacts: click Newly assigned to me next to Filters. The number on the button is how many contacts were assigned to you in the last 7 days (a view-only client login sees it only when something is assigned to it). One click shows them, newest assignment first; click it again to go back to the normal view. The table also has a Date Assigned column you can sort by, and the Date filter in the filter panel can switch between Added (when the contact entered HuntSales) and Assigned (when it was assigned).
  2. Workspace: each stage tab has the same Newly assigned to me button, counted within that tab (a view-only client login sees it only when something is assigned to it). A contact keeps its stage when it is shared or moved to you, unless whoever moved it ticked the reset to Prospect, so look for it in the tab of its current stage.
  3. Call Queue: the Newly assigned tab lists the ones you have not called yet (see "Call Queue (telemarketing mode)"). When you have any, the Call Queue opens on that tab.

Why they can be hard to spot otherwise: Contacts sorts by the date a contact was added to HuntSales, not the date it was assigned, so older contacts handed to you today sit far down the list. They also have no follow-up date yet, so Follow-ups due does not show them until you call them or set one.

"Last 7 days" runs from midnight seven days ago until now. A contact that a teammate called earlier in the same week and then handed to you is not listed in the Call Queue's Newly assigned tab, but it still shows under Newly assigned to me in Contacts. You only ever see the contacts your role is allowed to see.

Contacts shared with you count as yours in all three: they appear from the moment they were shared, even when their owner has had them for longer. Their Date Assigned (and the Call Queue's date) is the day they were shared with you, marked Shared. The lists are ordered by when each contact's owner was given it, so contacts shared with you that their owner has had for a while can sit below your newest hand-offs.

Who can reassign: only the Super Admin. They select contacts in Contacts or Workspace and choose Assign to User, which offers Share (the owner keeps the contacts and a teammate is added) or Move (the teammate replaces the owner); see "Assigning, sharing and moving contacts". No other role can assign, share, move or unassign contacts, including ones assigned to or shared with them. Select all matching in Contacts assigns more than 50,000 in the background, at a steady pace; ticked contacts, and select all in Workspace, cover up to 50,000 contacts in one assign. Every bulk assign is recorded in Settings > Activity.

Inside the app, click the help button (bottom corner on a computer, top bar on a phone) to ask the assistant or leave a message for our team.