1. Navigate to the Client List
• Go to CRM in the left-hand menu
• Click Clients
• The Client Filter will open automatically
• If it does not appear, click Search Clients in the top-right corner
2. Filter Your Client List
• Use the Client Filter to select the customers you want
• Click Confirm to generate the list
• View results sorted by highest total spend first
3. View and Review Client Profiles
• Click on any client to open their profile
• Review customer details, purchase history, and activity
• Use this view to understand the client before taking action
4. Assign Clients to Team Members
• Select one or more clients using the checkboxes
• Assign them to one or multiple team members
• Use this to manage ownership of client relationships
5. Assign an Entire List at Once
Click Assign All
Select the associate(s)
Choose assignment type:
○ Replace existing users (new assignee becomes the only owner)
○ Add to existing users (keeps current assignments and adds new ones)Confirm to apply changes
6. Use Round Robin Assignment
• Select multiple team members
• Choose the Round Robin option
• Clients will be distributed evenly and alternated between selected users
• Choose whether to replace or add to existing assignments
7. Merge Duplicate Client Profiles
• Select two client profiles
• Click Merge
• The first selected profile becomes the main profile
• The second profile is merged into it
• Repeat this process if more duplicates exist
Key Tip
Use the Assign All and Round Robin features to quickly distribute large client lists across your team, keeping workloads balanced and ensuring every customer is covered.