Customer Assignment and Reporting Cheat Sheet

How to Assign a Customer in Sales and Customer Management Application

Goal 1: Create a Customer Assignment on the Dashboard

You can create a Customer Assignment directly from the Dashboard using the Create New option. 💻

Goal 2: Send an Update against a Customer Account

The Field User (or whoever is sending the update) shares an update through the Android/iOS app against the assigned customer📱

Select the Account against which the update is to be sent (This will update the connected fields so the user will not have to actively enter them)