Confido lets you assign a Sales Owner to each customer account. This owner can then be used to route deductions for that account to the correct salesperson for review and approval.
Steps
Select Settings on the left-hand navigation
Select Account Settings
Search for the account you want to configure (e.g., "Sprouts")
Locate the Sales Owner field on the account record
Select the appropriate teammate from the dropdown
Click Save
Note: The Sales Owner assigned here determines who deductions for that account are routed to for review and approval — distinct from the internal user roles configured under Team → Manage Users.
