Overview
You can assign a property in List Stacking to a member of your team, so it is clear who is working that record.
Assignment is done from the record itself, on its Teams tab.
Steps
Step 1: Open the record
In List Stacking, click the property address of the record you want to assign.
Step 2: Go to the Teams tab
Click the Teams tab.
Step 3: Click Manage Member
Click Manage Member.
Step 4: Select the team member
Select the person you want to assign the record to.
Step 5: Save
Click Save.
That record is now assigned to them.
Important Notes
Assignment is done per record, from the record itself. You open the property, not a settings page.
Assigning tells your team who owns the prospect. Without it, a large stacked list has no clear ownership and records get worked twice or not at all.
Assign alongside a status. Status says what needs doing; assignment says who is doing it. Either one on its own leaves half the question open.
Assigning does not notify the person unless something else is set up to do so. Tell them, or agree a routine of checking their assigned records.
You can assign more than one person to a record, and remove someone using the delete button beside their name on the same Teams tab.
List Stacking records are prospects, not leads. Assigning a record here is separate from assigning a lead in a pipeline.
Troubleshooting
You cannot find the Teams tab
Open the record first by clicking its property address. The tab is on the record, not on the list.
Your team member is not in the list
Check they have been added as a user on the account, under Manage Users and Roles.
Your changes did not stick
Click Save after selecting the person.
You want to assign many records at once
Check the bulk actions available in List Stacking rather than opening each record.
Nobody is working their assigned records
Assignment on its own is silent. Agree how your team checks what they have been given.
You want to see everything assigned to one person
Use the filtering available in List Stacking to narrow by team member.
You want to unassign someone
Open the record's Teams tab and click the delete button beside their name.
Related
Bulk Actions in List Stacking — acting on many records at once
How to Create Statuses in List Stacking — tracking what stage a record is at
How to Bulk Assign Leads to a Team Member — the equivalent for leads in a pipeline
Summary
You assigned a List Stacking record to a team member. You clicked the property address to open the record, went to the Teams tab, clicked Manage Member, selected the person, and clicked Save.