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Assigning contacts and matters to different attorneys when you do an import
Assigning contacts and matters to different attorneys when you do an import

How do I assign contacts and matters to different attorneys when I do an import?

PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over 4 years ago

When importing data, all contacts and matters are going to be assigned to one user of your choosing. Before uploading your CSV file, select the user you want to assign all the contacts and matters from the import.
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