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