How do I Assign a Customer to an Employee?

Updated on December 1, 2017 04:45am by Admin

Consider the scenario, where a superuser is creating a customer. Now he would like to assign it to his Sales Manager (), so that he would follow up with him. To do so, follow the below steps:

Steps to Assign Customers to An Employee

  1. Go to the Customers App and click on “Create” button in the left navigation panel.
    create customer
  2. Create a customer by filling in the required details.
  3. By default, the created customer will be assigned to the Sales Rep (logged in user).
  4. In order to assign the customer to Sales Manager, click on the “Search” icon found.
    click-search
  5. Choose the desired employee (Sales Manager) from the list shown and click on “Select” button.
    select-customer
  6. Now, the created customer will be assigned to the selected employee as shown.
    desired customer