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How do I know who is assigned to a customer?

Easily tell who is assigned to a customer

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

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

  2. Once you've selected a customer, you'll be able to see the users assigned. Hover the mouse over the letter to see their full name.

    Assigned Users

  3. To see the assigned users that cannot fit the screen, click __+users in the same field for a full list of everybody assigned.
    Assigned Users 2

 

Additional Articles:

Learn how to assign and unassign users to customers