Assign or Reassign Customers

To assign or reassign a customer to an employee, follow the steps below:

  1. Go to Web App > Customers.

    The Customers page appears.

  2. Click the Hide Metrics button.
    Assignor Reassign Customers 1
  3. Select the customers you want to assign or reassign to an employee.
    Assignor Reassign Customers 2
  4. Click the (Re) Assign button.
    Assignor Reassign Customers 3
  5. From the Employee Name dropdown, select an employee.
    Assignor Reassign Customers 4
  6. Select the mapping option as per your requirement.
    Assignor Reassign Customers 5
    • Keep existing mapping & map new Employee
    • Replace all mapping with new mapping
  7. Click the Apply button.