How to assign users to customer accounts?
Unassigned accounts usually end up being at risk. They may not be contacted because they won’t belong to a user to follow up with. Make sure all active users have accounts assigned to them.
Assigned users receive notifications about this customer account if they respond to your messages. Any activity by this user on the account is tracked in the reports.
How to reassign customer accounts?
To assign or reassign an account, click the Reassign Accounts tab on the left side of the dashboard. Here you will see the customers that you manage.
You can filter the data by User, Location, Date, Smart List, Account Type, City, and Team.
Click the checkbox next to the account(s) you want to reassign to a specific user.
If you need to reassign all accounts, increase the limit of accounts displayed on a page— there is a button on the left underneath the filters. Then click Select All.
After selecting the accounts to be reassigned choose the Store, then the Rep that you want to assign the accounts.
Click Complete. A popup will ask if you want to confirm the changes. Click “yes” to successfully update your accounts.