Map Customers

To map customers to an employee, follow the steps below.

  1. Go to Web App > Navigation Menu > Employees > All Employees.
    Create Employee 3

    The All Employee page appears.

  2. Click the Hide Metrics button to view all the employees.
    Edit Employee 1
  3. Click the Filters button and apply the filter options to find the employee you want to map customers.
    Edit Employee 2
  4. Under the Employee Name column, click the employee name.
    View Employee 1
  5. Click the Options dropdown.
    Disable Employee 1
  6. Click the Customer Mapping option.
    Map Customers 1
  7. Click the Map More Customers button to select customers.
    Map Customers 3
  8. In the pop-up window, select the customers you want to add them to the employees screen, then click OK.
    Map Customers 4
  9. Select the customers you want to map to the employee.
    Map Customers 2
  10. Click Save.