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.

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