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How to Assign a Sales Owner to a Customer Account

S
Written by Support

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

  1. Select Settings on the left-hand navigation

  2. Select Account Settings

  3. Search for the account you want to configure (e.g., "Sprouts")

  4. Locate the Sales Owner field on the account record

  5. Select the appropriate teammate from the dropdown

  6. 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.

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