Assigning Clients

Assigning Clients to Your Teammates

There are 2 different ways to assign contacts to a Team Member:

1. During the process of adding new contacts one by one.
2. After a contact has been created.

During the process of adding a new contact one by one:

1. Click "PEOPLE" on the left sidebar.
2. Select "ADD".
3. On the Add Recipient page, select "ASSING TO CONTACT".
4. Select "ASSIGN" next to the Team Member to the contact belongs.
5. Select "I'M FINISHED"

After a contact has been created.

1. Click "PEOPLE" on the left sidebar.
2. Select the Person/Contact you wish to assign.
3. At the top, your dashboard will tell you the person isn't assigned to a team member.
4. Click "ASSIGN ONE NOW".
5. Select the team member you wish to assign the client to.
6. Click "I'M FINISHED"