Main Menu > Customers > Correct Client or Prospect > Representatives > Add a Rep

Each customer profile has a tab for Representatives.
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From this page, you will be able to add (assign) a user to that customer.
Simply click on the button shown below and select the correct user from the drop-down.

This is the user who will be responsible for building and maintaining a strong relationship with the customer.
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Should you need to reassign a customer away from one user to another, please click the blue button below and follow the steps in the Reassign article:
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