For customers that may not have a current Salesperson assignment, the Unassigned Customers screen will assist in getting them assigned.
What you'll learn
- How to assign unassigned customers to Salespeople
TABLE OF CONTENTS
- Assigning individual Unassigned Customers to a Salesperson
- Assigning multiple Unassigned Customers to a Salesperson
Using the Unassigned Customers button allows you to view, sort, and search through unassigned customers within your company.
Assigning individual Unassigned Customers to a Salesperson
Check the checkbox next to the desired customer and click Assign Salesperson.
When assigning Salespeople, an OOT disclaimer will be shown if this customer is outside of that Salesperson's assigned territory. It will not prevent the assignment of the customer, it's just for your knowledge.
Assigning multiple Unassigned Customers to a Salesperson
To assign multiple customers to a single Salesperson, you can select your desired customers (1), then use the Assign Salesperson button to select your desired Salesperson.