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, the bell shows a notification such as "455 contacts were assigned to you". 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. 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. Contacts assigned in bulk start in the Leads tab, because a bulk assign resets them to Prospect and clears any follow-up date.
  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.

Inside the app, click the help button in the bottom corner to ask the assistant or leave a message for our team.