Applies to: All (Users, Managers, & Admins)
Managing the users assigned to your customers is key for personalized communication. You can assign & un-assign users to customers as the staff changes.
Table of Contents
How to edit assignments on one customer
1. To add an assigned user go to the customer profile click the + under relationships
2. Select the users you'd like to assign
3. Click on Confirm
To remove a user.
1. Click the User you'd like to remove
2. Click on Remove
How to assign more than one customer at a time
Step 1. Once the customers you want to include are selected,click Bulk Edit
Step 2. Select Assign users, then click Next
Step 3. Select one or more users to add by checking the box next to their name. This could be yourself or other users. Once complete, click Next
Step 4. Confirm your changes, by entering the # of customer assigned and clicking the checkbox "Yes, I want to apply the changes to # customers". Then click Confirm
To remove a user from multiple customers at once, follow steps 1 and 2 for this section and then:
Under the Action box for Bulk Edit, select 'Unassign users' instead.
Go the remaining steps to edit and confirm
You can also use the 'Assigned User' filter if you want to see all the customers assigned to a specific person on your team. Learn how to apply filters here.
Do customers know they are assigned to me?
No, customers will not receive a notification that they have been assigned to you and do not know that they are tied to you within Endear.
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