How to proceed when creating a contact owner
The owner of a contact is usually the salesperson who takes care of that contact. If you want to set a salesperson as the contact owner, first create them as a new user in Quanda (in the upper menu under … / Settings / Users) and then use their e-mail to assign them to the contact.
In the file with contacts for import, create a separate column named "Contact owner" and for every contact put the e-mail of the user who should be set as the owner by the import into this column.
Quanda offers automatic sender selection, which automatically sets the owner of each contact as the sender, so one campaign can even have several different senders. If you want to use this way of sending, assign an owner to every contact.
If you use Raynet CRM to keep your contacts, the contact owner is created automatically when contacts are exported from Raynet CRM into Quanda. The contact owner stated in Raynet CRM is set as the contact owner in Quanda. For the owner to be assignable to a contact in Quanda, the same applies here as well, a new user has to be created in Quanda first, with an e-mail identical to the e-mail of the contact owner in Raynet CRM.
Do you have questions? We will be happy to answer them. Just contact our customer support at +420 605 163 892, e-mail: support@onquanda.com.
Updated březen 12, 2021