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Assigning clients
Assigning clients

Assigning Clients to Your Teammates

Nate avatar
Written by Nate
Updated over a week ago

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:

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


After a contact has been created:

1. Click "PEOPLE" on the left sidebar.
2. Select the profile 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 profile to.
6. Click "I'M FINISHED"

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