How To Automatically Assign New Clients To Team Members

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We have heard the requests of many and we have now made it possible for you to have clients automatically assigned to team member! You can do this under a minute by following only two steps!

1) Go to your Credit Repair Cloud home page and then click on “My Company”. Once you are in “My Company”, click on “Automated Notifications”

 

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2) Scroll down to the very last option which says, “Automatically assign these team members to all new clients added: (Recommended)” and choose which team member(s) the new clients will be assigned to.

 

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It’s that easy!