Assigning customers to a customer service representative group

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

About this task

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

Procedure

1. Open the Organization Administration Console.

2. From the Access Management menu, select Member Groups.

3. From the View list, select Customer service representative groups.

4. Select the customer service representative group 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 that we want to assign to the customer service representative group.

   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 that we want to assign to the customer service representative group.

   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 group.

6. Click OK to complete the assignment.