1. Help Center
  2. Customers
  3. Creating and Assigning Customers

Where can I see all the customers assigned to me?

Easily tell which customers you have worked with or have been assigned to

 

  1. From the Customers module, select My Clients.

    My Clients

  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