Assign a customer to one of our users of BC

I downloaded the mailing list for the customer to our company in British Colombia. British Colombia, how to assign each customer to a particular user of BC, who are our staff? I went in the customers section of BC and click on a particular contact, but it doesn't seem to be a way to assign each contact to one of our users of BC.

I noticed that I can assign contacts in the case section, but these new customer contacts do not appear in this article.

Thank you.

'That' the reason is because each seller (user BC) of our Organization has their own database, they work with and want to use BC as their primary CRM as CRM BC is very robust and is linked to the activity of our Web site.

I thought that this point on my own, it is possible. I write this to help others who come here looking for a solution to the question. Basically what you are doing is creating a source of lead that are personalized with the name of your vendor/BC user.

-Open an existing customer file and view the Details tab.

-Click the button change at the bottom of the page.

-Click in the more information section to expand.

-Click on the small box to the right of the drop-down list next to tracks section.

-At the top, click on add new, then type the name of the user of BC you want to assign to this customer. Save and then close.

-Click Save & finish at the bottom of the details screen.

-Then, sort, and view in seller/BC (son) of the user, click CRM > customers. Click filters under the add a Contact to the top left button.

-Side of the lead Source, select the name of the user of BC to display a list of all clients assigned. Click on apply filters.

In this way, each user of BC can work their own BC customers assigned to them.

To assign a list to bulk customers to a seller/BC user, I guess then you can create all the custom first lead Sources and all customers using custom report for the export customers. Edit the spreadsheet exported by filling in the column Source of lead, then re-import the BC. I did not yet, but I think this would be the way to attribute the sources of lead as quickly and easily as possible.

Linda

Tags: Business Catalyst

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