How to assign multiple Customers to Users from Customer Collection?

You can assign Customers/ Contacts to users by following steps:
  1. From left Navigation Menu go to Customers under Collection.
  2. Click on Collection name you.
  3. Click on Assign option at the bottom.
  4. On the left side, you will be able to view user list and on right side you will see assigned and unassigned contacts/customers.
  5. Select the users to whom the collection is to be assigned then click on unassigned icon right bottom.
  6. Now you will be a able to view list of unassigned customers.
  7. Click on modify option and click the boxes against the contact you want to assign to this user.
  8. Finally click the Save option to save the contacts assigned to that user.

The selected contacts will get assigned to the selected user.



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