Assign a Team Member to Customers
Lucas Flobecker avatar
Written by Lucas Flobecker
Updated over a week ago

Assigning team members to customers is a breeze and will help your customer success managers to easily keep track of their customers. To get the most out of our platform and make navigation between your customers easy we suggest that you go through this article to learn how to work with customer lists.

Let's have a look at how you assign a team member to a customer:

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