How to assign multiple Customers to Users from Customer Collection?
You can assign Customers/ Contacts to users by following steps:
- From left Navigation Menu go to Customers under Collection.
- Click on Collection name you.
- Click on Assign option at the bottom.
- On the left side, you will be able to view user list and on right side you will see assigned and unassigned contacts/customers.
Select the users to whom the collection is to be assigned then click on unassigned icon right bottom.
- Now you will be a able to view list of unassigned customers.
- Click on modify option and click the boxes against the contact you want to assign to this user.
- Finally click the Save option to save the contacts assigned to that user.
The selected contacts will get assigned to the selected user.