To assign a client to a Team Member:

  1. Login to your dashboard.
    Click "People" on the left sidebar.

  2. Select the Person/Client 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!"


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