Learn how to assign, unassign, and reassign conversations in Prospyr, use automatic assignment, and filter conversations by assignee so your team can easily see who is responsible for each conversation.
Assigning a Conversation
Open the conversation, then click the Assign button in the top-right corner of the message panel. Clicking Assign opens a dropdown where you can search for and select a team member to assign the conversation to.
Automatic Assignment
You don't always have to assign a conversation manually. If you reply to or otherwise interact with an unassigned conversation, Prospyr automatically assigns it to you.
Reassigning or Unassigning a Conversation
Conversations aren't locked to one person. You can reassign or unassign a conversation at any time. Open the conversation and click Assign, then select a different team member to reassign it or remove the current assignee to leave the conversation unassigned.
Filtering Conversations by Assignee
Use the filter option above your conversation list to narrow the list down by assignee. You can filter to show:
Unassigned conversations
Conversations assigned to me
Conversations assigned to a specific person
Notification Preferences
You can control how you’re notified about activity on conversations assigned to you. Go to Settings → User Settings → Notification Preferences, then find My Assigned Conversations under Messages. From there, select how you’d like to receive notifications: In-App, Email, SMS, and/or Push.
