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How to assign an advisor to a customer

Change the advisor who handles a customer, for example when someone on your team goes on vacation.

Every customer has an advisor who handles them. When that changes, reassign them so they're not left without follow-up.

1. Find the customer

  1. In the sidebar, under Sell, click Customers (1).

  2. Search for the customer by name, email or phone and press Apply.

  3. Click their name to open their file.

Sidebar with Customers highlighted in the Sell section

2. Check who handles them

Under Advisor Assignment you see who handles this customer today (Currently assigned to).

Advisor Assignment card with the current advisor

3. Assign the new advisor

  1. Under Assigned Advisor, choose the new advisor.

  2. Click Update Assignment.

Advisor list with the new advisor selected and the Update Assignment button

Done: the new advisor shows under Currently assigned to.

Frequently asked questions

I don't see the Advisor Assignment section. Only managers and admins can reassign customers.

Can I leave a customer without an advisor? Yes, by choosing No advisor assigned, although it's best that someone is always in charge.

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