Assign Team Members to a Customer

You can assign one or more team members to a customer in YoPrint to designate ownership, ensure accountability, and improve customer satisfaction.

Steps

1. In YoPrint, navigate to Sales > Customers.

2. Double-click the customer to whom you want to assign a team member.

3. Click the Assign button at the top, or the edit button beside "Assigned To."

4. Select the team member(s) to assign to the customer by clicking Assign.

Note: Multiple team members can be assigned to the same customer if needed. This is especially useful when a team member becomes unavailable.

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