Grow your business faster in a team
As Entrepreneur’s it is tempting to do everything yourself. When starting out you may have to, but once you get ready to expand Jetpack CRM has you covered.
Assignment of contacts is where you can make sure your CRM team are responsible for managing a certain contact. This then stops other users from editing the contact (adding notes, etc). The ownership assigned to any contact can be changed to other team members if the management of the contact needs changing (perhaps to a team manager)
Easy Contact Assignment
From your contact edit screen it’s really easy to assign a contact to a CRM team member