How to assign communications?

This article will explain how to assign communication to a customer

Irina Anichshuk avatar
Written by Irina Anichshuk
Updated over a week ago

To include the unassigned email in a customer timeline you will need to assign the email to that specific customer.

Task manager ➡️ Tasks ➡️ Unassigned customer communications ➡️ Select Email ➡️ Type in Customer ➡️ Click Assign

Detailed guide:

  1. To assign your emails go into your task manager

  2. Select your tasks tab – you should see the unassigned communications in its own separate tab.

  3. Click on view & assign

  4. This will bring up the list of all unassigned emails

  5. Select an email this will open up the email in preview – there is a bar on the top where you can type in the customer name & click assign

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