Role & Permissions: Salespeople can see all customer records but can only edit their own, and they can't reassign customers to someone else. Sales Managers and Admins can reassign any customer. Analytics and Inventory Manager users can view customers and who they are assigned to but can't make changes.

Before you begin: The customer record must already exist.

Open the Customer record and click the Details tab.

Under Account info, find Salesperson and click the currently assigned salesperson's name. If no salesperson is currently assigned to a customer, the field will read "Set salesperson...".

Select the team member from the list. The change saves immediately.

The list shows users from the dealership currently selected in the dealership selector at the top left of the screen. Users with any role can be selected.

Reassigning a customer only changes the salesperson on the customer record. Open deals, appointments, and tasks stay with whoever they were already assigned to.

The newly assigned salesperson receives an in-app notification.

Once a customer has a salesperson, they can't be unassigned — you can only change them to a different salesperson.

When you create a new customer, you are assigned as the salesperson automatically.

Customers created from inbound phone calls are always unassigned until someone assigns them manually. Check the customer's Activity tab to see the call summary and recording, then assign the right salesperson. These records are built from caller ID data, so double-check the customer's name while you're there.