How to assign a Teammate to a Customer
Follow this process to assign a team member to a specific customer
Written by
Doug Heckmann
Updated over 3 years agoDoug HeckmannGo to the left menu button > Customer Connections
Click on the desired Customer in the left column or search using the the available search field to filter down your choice.
Click “Assign” in the top right
Type in the name of the teammate you would like to assign to this customer and click "Assign" and then you’re done!
Click on the desired Customer in the left column or search using the the available search field to filter down your choice.
Click “Assign” in the top right
Type in the name of the teammate you would like to assign to this customer and click "Assign" and then you’re done!
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