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How to assign a Teammate to a Customer
How to assign a Teammate to a Customer

Follow this process to assign a team member to a specific customer

Doug Heckmann avatar
Written by Doug Heckmann
Updated over 3 years ago

Go 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!

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