What feature allows you to manually assign a prospect?

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The feature that allows you to manually assign a prospect is manual assignment. This function is specifically designed for users to take control and designate a prospect to a particular user or team based on their unique needs or circumstances.

Manual assignment is particularly useful in situations where automated processes may not align perfectly with the nuances of a prospect's situation. It provides a way for users to recognize and respond to specific criteria or interactions that automated systems may not account for. This can enhance relationship management with the prospect and ensure they receive personalized attention from a relevant team member.

Other options, though important in their own context, serve different purposes. Bulk actions typically involve mass updates or changes to multiple records and do not facilitate individual, manual adjustments. Automation rules enable systematic assignment based on predefined criteria, but they lack the granular control provided by manual assignment. Completion actions execute specific processes automatically when a certain interaction is finalized, again not allowing for personalized input by a user regarding prospect assignment.

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