Owner is the email address of the assignee. In Contact, each customer can be assigned one Owner, primarily used for sales attribution. In Expediusly's products, when a message is received in the Inbox, conversations can be allocated based on customer assignment.
Locate the customer's information in Contact, click to expand the editing page.
Find the Owner setting item and set the Owner.
Enter the Owner's email address and click save, also supporting dropdown selection of existing Agents (Agents in Inbox)
After logging into Inbox, expand the user information bar. Click Owner, select the desired Owner to transfer, and the transfer is completed instantly.
Click Contact > Contact list > + New contacts > Upload a file
Click [Download Template] to download the template
Edit the template. Save and upload to Expediusly.
After uploading, confirm that the matching fields are correct, then click [Next]
Confirm the number of successfully uploaded items, click [Next]
Complete the upload
API Documentation:
Click to view Update User Data Interface
Click to view Add User Data Interface
Owner Field: OwnerEmail
Not required, must input the assignee's email address