Set the Assignment field on a contact, task, transaction, or lead to the person responsible for it. Assigned records drive what agents and assistants see in their scoped views and analytics.
Who can do this
- Owners and Admins — can do this for any record or setting in the account.
- Agents and Assistants — can assign a record to themselves or leave it unassigned, but cannot hand work to other people.
Roles are predefined by NextAccord. See all roles & permissions
Steps
- Step 1: Open the record (or the new-record form) and find the Assignment field.
- Step 2: If you are an owner or admin, pick any active member.
- Step 3: If you are an agent or assistant, you can assign the record to yourself or leave it unassigned.
- Step 4: For a captured lead, set the assignee in Lead Review when you accept it, or configure fallback lead routing so unassigned leads get an owner automatically.
Common problems
- The assignee list only shows me.
- Your role allows self-assignment only. Ask an owner or admin to assign the record to someone else.
- My analytics or exports look incomplete.
- Agents and assistants see and export their assigned scope. Records assigned to others are not included.
Good to know
- Reassigning a record does not move that person’s open tasks — reassign those separately if needed.