Assign Finds to team members

Assign a Find when one person should own the reply. You can assign Finds one at a time, or have a Ghost assign all of its Finds to the same person.

Assign a Find

To reassign, pick someone else. To unassign, pick the person who is already assigned. Billing members aren’t in the list, because they don’t take a seat.

The assignee gets an email saying who assigned them Finds and how many. PitchGhost waits until you’ve stopped assigning Finds to that person for 5 minutes, then sends one email for the batch. Assigning a Find to yourself sends no email.

Auto-assign

Auto-assign gives every new Find from a Ghost to one person. Use it when one teammate owns a Ghost’s conversations.

It applies from the next scan. Earlier Finds keep their assignee, and you can still reassign any Find by hand. To stop, turn the switch off and save.

Each Ghost auto-assigns to one person. To split Finds across a team, create a Ghost per person. A copied Ghost doesn’t keep the setting, so set it again on the copy.

To see which Ghosts auto-assign to someone, open the filter menu on the Ghosts list and choose Assigned to.

See only your assigned Finds

On the Finds page, open Filters and sorts, choose Assigned to and pick yourself. Click Save filters to make that your default view. See Review your Finds.