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How to auto-assign customers to strategies?
How to auto-assign customers to strategies?

This article will show you how you can confirm that a customer is assigned to a strategy

Ron Danenberg avatar
Written by Ron Danenberg
Updated over a week ago

Want to make sure a new customer is assigned to a strategy? Here's how you do it!

To assign all new customers to a strategy you have to mark the strategy as default. You will see green house symbol next to the strategy when it is set as a default one.

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