Every contact has one owner, the team member who handles them. The Inbox shows that owner on each of the contact’s threads. The thread stays visible to the whole team, so the owner is a label rather than a lock.
Change the owner
- Open Inbox and select the thread.
- Select Open contact.
- Change Owner in the contact header and choose a team member.
The thread header shows the new owner when you close the contact. You can also change owners on the Contacts page, one contact at a time or for a selection.
The thread header reads Owner: Unassigned when the contact has no owner.
Find your own threads
Use the filter above the thread list to show Assigned to me, Unassigned, or All threads. These follow the contact’s owner.
Doreach does not currently assign contacts by campaign, account, or round robin. The team chooses owners by hand.
Check the thread before you reply
An owner does not stop another team member from sending a reply. Before you write, check the owner, visible message history, saved draft, and any reply waiting in the send queue.
The Inbox shows queued replies with their planned send time and a Cancel button. A reply can only be cancelled while it still has the Queued state.
Save a note
- Select the thread and choose Open contact.
- Add private context as a note.
Notes stay on the contact and appear in its activity. They do not become LinkedIn messages.
Doreach does not currently support @mention notifications inside notes. Make the teammate who needs to act the owner, then put the handoff context in the note.
Keep owner and pipeline stage separate
The Owner says who handles the contact. The Stage says where the prospect sits in your pipeline. Update both when you hand work to another team member.
Working the unified inbox explains the reply queue and next-action filters. Lead stages and pipeline lists the available stages.