Vital CRM
How can I import assignee (person responsible for)?

After uploading the data, you can map the column matching. You can assign the designated person account to the "Assignee Account" column in the corresponding field to batch assign the data to the responsible person.

*Note:

  1. If no assignee is assigned or the content in the column is empty, the responsible person will not be imported during addition and will not affect the original data during modification.
  2. The assignee in the table must be the "account", not the "name".

After uploading the data, you can map the column matching. You can assign the designated person account to the "Assignee (Account)" column in the corresponding field to batch assign the data to the responsible person.
https://faq.vitalyun.com/EN/CRM#4299