Assigning customers to a customer service representative

Use the Organization Administration Console to assign customers to a customer service representative.

About this task

Assigning customers to a customer service representative only affects how ticklers are assigned.

Procedure

1. Open the Organization Administration Console.

2. From the Access Management menu, select Find Users.

3. Select Customer Service Representative from the Roles list, provide any other search criteria, and click Find.

4. Select the customer service representative and click Assign Customers.

5. Select customers as follows:

   1. To assign an existing customer territory group, select Customer territory groups from the Select view list, locate and select the group from the Select customer territory group list, and click Add. Repeat this step for each customer territory group to assign to the customer service representative.

   2. To assign an existing customer organization, select Organizations from the Select view list, locate and select the organization from the Select organization list, and click Add. Repeat this step for each customer organization to assign to the customer service representative.

   3. To assign an existing individual customer, select Users from the Select view list, locate and select the customer from the Select user list, and click Add. Repeat this step for each customer that we want to assign to the customer service representative.

6. Click OK to complete the assignment.

Related concepts
Users