How To Assign An Agent To A Trader

Published: 2024-08-27 11:17:36
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Training and Educational Resources


IN THE CRM


If you assign a manager to a lead that has a customer, that manager will be assigned as the admin for that customer.


1. Go to "Traders" in the left menu.



2. Find the trader for whom you want to assign a manager and click his name.



3. In the "Profile" tab navigate to "Trader Admins".



4. Click the "Assign Admin" button.



5. Select an admin you want to assign to the trader and click "Save" to save your changes.




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