Lists and assignments
Lists and assignments turn a filtered set of stores into owned work for your team.
Use lists when you need a reusable selection:
- Campaign shortlists
- Partner-ready subsets
- Visit batches
Typical steps:
- Filter or multi-select stores in Stores.
- Add them to a list (control label may vary).
- Name the list after the campaign or week.
- Export from the list when your process allows.
Assignments
Section titled “Assignments”Assignments attach a person or queue to a store or set of stores so follow-up does not get lost.
- Open a store or select several.
- Choose assign / owner / follow-up actions available to your role.
- Work from the follow-up or sales queue surfaces if your workspace shows them.
Viewers may be read-only. Admins and operators usually create lists and assign work. See Users and roles.
- One campaign → one clear list name.
- Re-check list membership before export.
- Do not use personal spreadsheets as the system of record if the workspace already tracks assignment.