Assign Customers to Agent / Team
Allocate a Customer to a specific agent or team member for Communication and follow-up
How to Assign Customers to an Agent or Team in The String
Access the Customer Management Section:
Log in and go to the "Customer Management" area from the main dashboard.
Select the Customers:
In the customer list, check the boxes next to the customers you want to assign.
Click on "Assign to Agent/Team":
Locate and click the "Assign to Agent/Team" button, usually found at the top of the customer list.
Choose the Agent or Team:
A dropdown menu will appear. Select the agent or team you want to assign the customers to.
Confirm the Assignment:
Click "Assign" to confirm the selection. The customers will now be managed by the chosen agent or team.
This process helps ensure that each customer gets personalized attention from the right person or team!
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