{"id":3312,"date":"2026-04-07T16:27:20","date_gmt":"2026-04-07T10:57:20","guid":{"rendered":"https:\/\/www.msgclub.net\/learn\/?p=3312"},"modified":"2026-04-07T16:46:15","modified_gmt":"2026-04-07T11:16:15","slug":"assign-data-via-cids","status":"publish","type":"post","link":"https:\/\/www.msgclub.net\/learn\/assign-data-via-cids.html","title":{"rendered":"Assign data via CIDs"},"content":{"rendered":"\n

When working with duplicate data, assigning contacts accurately becomes important to avoid confusion and repeated efforts. MSGClub CRM provides Contact IDs (CIDs) that help you identify and manage duplicate records efficiently.<\/p>\n\n\n\n

By using CIDs, you can directly search and assign specific contacts while ensuring that already assigned data is not reassigned. This helps maintain clarity, improves data handling, and ensures a smooth workflow for the sales team.<\/p>\n\n\n\n

Learn More<\/h2>\n\n\n\n

<\/a>Step by Step Guide<\/a><\/p>\n\n\n\n

FAQs<\/a><\/p>\n\n\n\n

Step by Step Guide<\/h2>\n\n\n\n

Step 1:<\/strong> Login to Admin Panel<\/a><\/strong><\/p>\n\n\n\n

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Step 2: <\/strong>On the left-hand side menu, click on User Panel.<\/strong><\/p>\n\n\n\n

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Step 3: <\/strong>Click on the Lead List View<\/strong> icon to see all the contacts.<\/p>\n\n\n\n

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Step 4:\u00a0<\/strong>Click on the Search bar<\/strong>.<\/p>\n\n\n\n

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Here you can search the data through various filters<\/p>\n\n\n\n

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Step 5:<\/strong>\u00a0Copy all the CIDs<\/strong> of the duplicate data file and paste them in the Enter CIDs <\/strong>field.<\/p>\n\n\n\n

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Step 6:<\/strong>\u00a0Then click on Search <\/strong>button.<\/p>\n\n\n\n

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You will see all the records of the CIDs.<\/p>\n\n\n\n

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Step 7:<\/strong>\u00a0Select Unassigned<\/strong> if the data is new or select Assigned<\/strong> if the data is already assigned to someone.<\/p>\n\n\n\n

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Step 8:\u00a0<\/strong>Select the contacts you want to assign and then click on the ACTION<\/strong> button.<\/p>\n\n\n\n

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Now click on Yes<\/strong> to proceed.<\/p>\n\n\n\n

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Step 9:<\/strong>\u00a0Click on the Add Tag<\/strong> check box and enter a new tag with the person\u2019s name\u00a0<\/p>\n\n\n\n

Example: sangeetascMP6april<\/p>\n\n\n\n

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Step 10:<\/strong>\u00a0Click on Assign and Schedule Contact<\/strong>.<\/p>\n\n\n\n

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Step 11:<\/strong>\u00a0Select the date and time <\/strong>to schedule unassigned leads at.<\/p>\n\n\n\n

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Also select the date and time <\/strong>to scheduled pending leads & contacts at.<\/p>\n\n\n\n

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Step 12:<\/strong>\u00a0Choose the Manager<\/strong> from the dropdown (the person to whom you want to assign the data).<\/p>\n\n\n\n

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Step 13:<\/strong>\u00a0Click on the Submit<\/strong> button.<\/p>\n\n\n\n

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Once you click on submit, a successful pop-up message will appear on the top.<\/p>\n\n\n\n

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The data will now be assigned and will appear on the sales manager\u2019s dashboard.<\/p>\n\n\n\n

Note: <\/strong><\/p>\n\n\n\n