How do I Assign Events to Employees in Customer App

Updated on June 12, 2017 06:42am by Admin

Its goes without saying that customers are the end users of a company's products/services.  Customers are kings and if you want to survive in the business world you need to keep them happy and satisfied.

To keep the customers aware of what is happening in your business is mandatory. To do so you need to send them monthly newsletters and keep them informed about the events and campaigns that you are holding.

To connect with your loyal customers you need to assign the task to a team of dedicated employees. Take a quick look at how to assign an employee to the events.

Steps to Assign Employee to the Events

  1. Log in and access Customers App from your universal navigation menu bar.
  2. Click on “Show All" button from the left navigation panel.
  3. Click on "More Details" icon to overview customer information.
    edit-customer
  4. Click on “Calendar” tab in the selected customer.
    create-events
  5. Click on “Create” and provide all information related to the events.
  6. "Create Events" popup appears, in which “Attendees” field is found, you can add employees who need to accomplish this event.
    create-new-events
  7. Click on “Create” button to complete.
  8. Now the employee is assigned to the tasks for those customers. 



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