Give every profile an owner — by hand for one, by rules for all.
In review: written from the product, not yet walked through live.
1Assign one by hand
On the profile page, use the owner control in the header and pick a teammate.
2Open the assignment rules
Go to Settings → Lead assignment rules. This is where new profiles get routed automatically.
3Choose how routing works
Pools share new profiles round-robin across a group. Territories route by region. Skills route by expertise. Start with one pool of everyone — refine later.
4Watch it work
New profiles now arrive with an owner already set. Check the profile header to see who got each one.
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Common questions
I reassigned many records at once — will each one email the new owner?
No. One change tells each person once: the new owner gets one email, one notification and one phone push listing them, and the previous owner gets one email and one quiet notification. Reassigning a single record by hand still sends its own email, naming who assigned it. See What you’re told when work is assigned or moved.
Will an import email someone for every row?
No. Records created by an import send no email each; the import tells you what landed when it finishes, and everyone it gave records to gets one email listing theirs. Records moved from another CRM with old dates are also not flagged as overdue the moment they arrive — only new enquiries are timed from when they come in.
Next in ProfilesSend enquiries to the right person with rule conditions →
Previous: Update a saved view — for everyone, or just for you · All Profiles guides
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