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Assign to a User/Partners/Affiliates

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Bytimothy A
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Overview: 

Assigning to a user, partner, or affiliate allows you to allocate specific records, tasks, or responsibilities within the system. This helps ensure proper ownership, improves workflow management, and keeps tasks organized and clearly distributed among relevant stakeholders.

Step 1: Customer modals can be accessed anywhere on the site where a customer’s name appears, such as in the Contacts section.
Step 1: Customer modals can be accessed anywhere on the site where a customer’s name appears, such as in the Contacts section.

Step 2: Click on the customer’s name.

Step 2 : Click on the customer’s name.

Step 3: The Customer Modal will appear.

Step 3: The Customer Modal will appear.

Step 4: On the left side, below the Call Now button, you can assign users by clicking the dropdown button.

Step 4: On the left side, below the Call Now button, you can assign users by clicking the dropdown button.

Step 5: You can select from Users, Partners, or Affiliates. Select the user and click Apply.

Step 5: You can select from Users, Partners, or Affiliates. Select the user and click Apply.

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