When you set up an integration, add a single new customer. or import a list of customers, you choose a team member to assign these Bonjoro's to.
Sometimes, you may want some of these customers to go to different team members. There are two ways to assign a Bonjoro to a team member:
- In the app
- In the platform
Assigning in the app
Swipe left on any To-do Bonjoro to assign it to another team member.
Assigning in the platform
Select any To-do Bonjoro and select the assign button.
The new team member assigned via either method will receive a push notification from the app on their phone that they have a new Bonjoro to record.