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How do I know who is assigned to a customer?
How do I know who is assigned to a customer?

Easily tell who is assigned to a customer

Updated over a year ago

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

You'll be able to easily tell which user or users is assigned to any customer from the customers page.

How view who is assigned to a customer

  1. First select a customer from within a segment or by using the Search bar at the top of the app.

  2. Once you've selected a customer, you'll be able to see the users assigned under Relationships

    Click on Assigned to…

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