Reassign a call in Call History

If you have assigned the wrong CRM record to a call, you can reassign it to a different record:

• In your Call History, navigate to the call that was associated with the incorrect CRM record and click it.

• Click the ellipsis (...) button, and then click Reassign Call.

• Follow the prompt to search for the correct record and click it when it appears. 

• NOTE: If needed, you can create a new record instead by clicking the type you want to create and completing the new record information.
• Choose how you want to reassign the call: Assign call and save number, or Assign call only.

• The call is then reassigned to the contact you selected. Your call history updates to match the assignment.