Assignment strategy for manually created contacts

Every Sales Brain (Playbook) now has its own setting to decide what happens when a salesperson creates a contact by hand from the app, instead of that case always behaving the same way it used to.

1. What changes

Until now, a contact created manually from the app was always automatically assigned to the salesperson who created it, regardless of how the Sales Brain was configured. This didn't match accounts using a different assignment strategy (for example, "first available salesperson") for the rest of their contacts, who expected manual creation to work the same way.

Every Sales Brain now has a new option, independent of its general assignment strategy, to decide how manual creation behaves:

• Assigned to the salesperson who created it (default): the contact is immediately assigned to whoever created it. This is the existing behavior.
• Follows the Sales Brain's assignment strategy: a manually created contact is treated the same as one entering through any other channel (call, WhatsApp, email) — it stays unassigned until the Sales Brain's configured assignment strategy applies (for example, "first available salesperson").

The default behavior for every account is unchanged. The new option only takes effect if someone explicitly selects it on a Sales Brain.

2. Where to configure it

1. Open the Sales Brain you want to adjust.
2. Go to its Settings.
3. Open the Assignment Strategies section.
4. In the "Assignment strategy for manually created contacts" field, pick the option you want.

This setting is independent of the other two assignment strategies on the same Sales Brain (the one for new contacts and the one for contacts entering via call, WhatsApp, or email) — each is controlled separately.

3. Scope

• The setting applies to the entire Sales Brain, not to a specific stage within it.
• It only affects contacts created manually from the app. Other creation paths (CSV import, web form, email webhook, etc.) aren't affected by this option.

Conclusion

This setting gives every account control over how manually created contacts are assigned, letting that specific case follow the same assignment logic already used for the rest of their contacts — while keeping the existing behavior as the default.

Relevant scenarios

• A team using "first available salesperson" as its general strategy, but that previously saw manually created contacts break that logic (they went straight to whoever created them): they can now turn on "Follows the Sales Brain's assignment strategy" so those contacts are also distributed automatically.
• Accounts that prefer to keep manual control — for example, when a salesperson creates a contact they already know and wants to keep managing — don't need to change anything: the default behavior stays exactly the same.