Introduction
The Assign To feature lets you set or change ownership of Accounts and Contacts in TAL. You can assign a single record from its row action or assign many records in bulk. Optionally, you can keep ownership in sync between Accounts and their associated Contacts (and vice‑versa) using the checkbox provided in the assignment dialog.
This guide explains where to find Assign To, how to assign individually and in bulk for both Accounts and Contacts, and the best practices to avoid mistakes.
At a glance — where Assign To lives
Accounts: In TAL, each Account row shows an Assign To button. When you multi‑select accounts, an Assign To action also appears in the header toolbar.
Contacts: In the Contacts view, open the ⋯ (More) action in each row to assign individually. When you multi‑select contacts, an Assign To action appears in the header toolbar.
Tip: Use filters or saved searches to narrow down records before bulk assignment.
Permissions & prerequisites
You must have permission to change record ownership. If you don’t see Assign To, contact your admin.
Owners are typically team members within your tenant. You’ll type to search and select from the dropdown of existing users.
Detailed step‑by‑step workflow
Each step below explains why you do it and what to expect.
Assigning Accounts — individual
Follow these steps to assign a single account.
🔐 Step 1: Log in to your Sprouts account
The user enters their credentials and logs into the platform. After a successful authentication, the user is directed to the main dashboard.
From this point onward, the user has access to all modules and navigation items that are enabled for their role.
Action | Description |
Log in | Use your Sprouts account credentials. |
Step 2:Open TAL (Accounts view).
In the target account’s row, click Assign To.
Step 3:
In the dialog, review the header text, for example:
Assign account to
You can assign the selected account to any of the owner.
Assign 1 account to
In the Owner field: type a name to search and select the new owner from the dropdown.
(Optional) Enable the checkbox:
Would you like to assign the associated contacts to the account’s owner?
This will set all associated contacts to the same owner for consistency.
Step 4:
Click Save.
Confirm the success toast, e.g.:
Account Assigned!
1 account has been assigned to the owner you selected.
Best practice: When changing an account owner, also assign associated contacts to avoid routing gaps in workflows.
Assigning Accounts — bulk
Use this flow to assign many accounts at once.
Step 1:
Open TAL (Accounts view).
Step 2:
Select multiple accounts (use the checkboxes on the left of each row).
In the page header, click Assign To.
Step 3:
In the dialog, review the header text, for example:
Assign accounts to
You can assign the selected accounts to any of the owners.
Assign X accounts to (X = number of selected accounts)
Type to search and select the owner from the dropdown.
(Optional) Enable the checkbox:
Would you like to assign the associated contacts to the account’s owner?
This cascades ownership to contacts of all selected accounts.
Step 4:
Click Save.
Confirm the success toast (the count should match your selection).
Caution: Bulk operations are powerful. Double‑check your selection count (X) and owner before saving.
Assigning Contacts — individual
Assign a single contact to an owner from the row action menu.
Step 1:
Open TAL (Contacts view).
Step 2:
In the contact’s row, click ⋯ (More) → Assign To.
Step 3:
In the dialog, review the header text, for example:
Assign contact to
You can assign the selected contact to any of the owners .
Assign 1 contact to
Type to search and select the new owner from the dropdown.
(Optional) Enable the checkbox:
Would you like to assign the associated account to the contact’s owner?
This will set the contact’s account owner to match the contact’s owner.
Step 4:
Click Save and confirm the success toast.
When to sync upward: Use the checkbox when this contact is the primary person and you want the account owner to follow the same assignment for alignment.
Assigning Contacts — bulk
Assign many contacts at once using multi‑select.
Step 1:
Open TAL (Contacts view).
Step 2:
Select multiple contacts (use the left checkboxes).
Click Assign To in the header toolbar.
Step 3:
In the dialog, review the header text, for example:
Assign contacts to
You can assign the selected contacts to any of the team members.
Assign X contacts to (X = number of selected contacts)
Type to search and select the owner from the dropdown.
(Optional) Enable the checkbox:
Would you like to assign the associated account to the contact’s owner?
This will set each contact’s account owner to the same owner.
Step 4:
Click Save and confirm the success toast.
Caution: If selected contacts belong to different accounts, syncing account ownership will change multiple accounts’ owners. Confirm this is intended.
Best practices
Filter first: Use filters (e.g., territory, lifecycle stage) to create a precise selection before bulk assigning.
Keep ownership consistent: When changing account owner, consider cascading to contacts for complete routing.
Avoid thrash: Reassigning frequently can disrupt cadences. Establish ownership rules (e.g., territory or industry) and stick to them.
Audit large changes: For bulk updates, export a list of changed records (if supported) or log the assignment in a handoff channel for visibility.
Use saved searches: Combine with Saved Searches to confidently repeat common assignment tasks (e.g., “Unassigned SMB – North”).
Troubleshooting & FAQ
I can’t find the owner in the dropdown.
• Confirm they have an active user account and the right role. Only team members are selectable.
The Assign To button doesn’t appear.
• You may lack permission to change ownership. Contact your admin.
The toast says success but ownership didn’t change.
• Refresh the view. If still unchanged, verify whether an automation reversed the change (e.g., CRM sync) and check integration logs.
Should I always sync associated records?
• Not always. Sync when you want one owner across the hierarchy; leave unchecked when Account and Contacts are intentionally owned by different teams.
Quick reference (checklist)
Accounts — single: Row → Assign To → pick owner → (optional) sync contacts → Save → confirm toast.
Accounts — bulk: Multi‑select → Header Assign To → pick owner → (optional) sync contacts → Save → confirm toast.
Contacts — single: Row ⋯ → Assign To → pick owner → (optional) sync account → Save → confirm toast.
Contacts — bulk: Multi‑select → Header Assign To → pick owner → (optional) sync account → Save → confirm toast.