How to assign a Teammate to a Customer

Assign teammates to an unlinked customer workspace from Customer Connections.

1. Open the main menu, expand Administration, and choose Customer Connections.
2. Select the customer row under Unlinked or Linked, depending on the relationship you manage.
3. In the customer details pane, choose Assign.
4. Search My Team, select the teammates to assign, then choose Assign.

Customer Connections lists linked and unlinked customers separately. For help creating a customer record, see How to Add a Customer or a Supplier.