How Can I Assign Task of a Customer to an Employee?

Updated on July 31, 2017 12:40AM by Admin

Customers are the backbone of any business. They are also the end users of your products/services.
Consider, you have loyal customers who have been using your brands and also have brought in new customers through word of mouth publicity. Its therefore necessary to nurture such valued customers.

One of the ways is to allow your most trustworthy employee to handle such accounts. The following is the step to assign an employee to the task of handling one or more customer accounts.

Steps to Assign Employee to the Task

  1. Log in and access Customers App from your universal navigation menu bar.
  2. Click on “Show All" button from left navigation panel.
  3. Click on "More Details" icon to overview customer information.
    Customer Dashboard 
  4. Click on “Tasks” tab in the selected customer.
  5. Click on “Create Task” and provide all information related to the tasks.
    Create Task
  6. "Create Task" popup appears, in which “Assigned to” field is found, you can add employees who needs to accomplish this tasks.
    Assign Task
  7. Click on “Create” button to complete.

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