Applies to: All (Users, Managers, & Admins)

Have a customer that you worked with that you would like to keep tabs on? You can assign yourself to that customer to be added to your customer segment.

Solution Overview

  1. Visit a customer's profile by searching for them or from another segment

  2. If you are not assigned to the customer, you will see an Assign to Me button. Click the button to assign yourself to the customer.

  3. Select Yes I'm Sure went prompted.

Step 1. Visit a customer's profile by searching for them or by by selecting a customer from a an available segment.

Customers Page

Step 2. Under the customer's name, you will see the currently assigned users. If you are not assigned to the customer, you will see an Assign to Me button. Click the button to assign yourself to the customer.

Assign To Me

Step 3. Select Yes I'm Sure went prompted.

Assign Prompt

Once you've been assigned to the customer, your name will appear on the assigned list and the Assign to Me button will will no longer be displayed.

New Assigned

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