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

Learn how to view the customers that have been assigned to you.

Solution Overview

  1. From the Customers module, select My Clients.

  2. Displayed will be all of the clients assigned to you

Step 1. From the Customers module, select My Clients.

My Clients

Step 2. Displayed will be all of the clients assigned to you (through a filter applied automatically). You can re-create this segment for yourself or any other user on your team by adding the filter "Assigned User" or apply this filter to any other segment to see who in the segment is assigned to you.

My Clients Page

Still Need Help?

We are happy to assist you for more 1:1 direction. Reach out to our live chat!

Did this answer your question?