How do I assign customer accounts to a user for follow up?

Keeping track of which team member should take the lead on a customer’s follow up is easy with owner assignment.

Adding an owner is easy:

  • Navigate to the customers page
  • Select the appropriate owner from the owner drop down menu 

You can change owners by selecting a different owner from the dropdown menu. 

Assigning an owner to a customer does not prevent others from following up with that customer when necessary. All actions are detailed in the history so you can always see who has done what.


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