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How to map customers with specific team members?

To map customers with specific team members, please ensure to first upload customers to collection.

  1. From left Navigation menu go to Customers under Collection in Navigation menu
  2. Select the customer collection
  3. Click onicon on right side of customer details
  4. Click on drop down under mobile user 
  5. Choose the mobile user from list
  6. Finally click UPDATE

 

 

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