Assign Team Members to Customers

Assign customers to your sales rep to maximize customer management. They will only be able to see customers assigned to them.

Assign a Team Member

  1. Select Edit Account
  2. Scroll to "Turn Features On and Off"
  3. Switch the Assign Team Members to Customers to on (it will turn green)

Ensure your team member is assigned to the applicable Role in the Team tab. If you have not done this yet, visit Add a Role  and Add a User 

Assign a Customer to a Team Member

  • Click on the Customers tab
  • Click the boxes to the left of the customers you want to assign to your team member/sales rep
  • Click Assign Sales Rep

  • Enter the team members email into the pop-up dropdown and click Assign

You will now see that team members first name next to the customer