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Assign Customers to Employees

Applies to: Administrators, Team Leaders

Assign/Unassign customer

Access Assign Page​

  1. Navigate to Customers > Assign
  2. Select employee from dropdown
  3. Choose action:
    • Assign customers to an employee
    • Unassign customers from an employee

Select Customers​

  • Check individual customers
  • Use Select All for bulk operations
  • Assign/Unassign button appears after selection

Complete Assignment​

  • Click Assign or Unassign button
  • System shows confirmation message
  • Changes apply immediately