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 tasks 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

Click on the to-do, then click on assign and chose the team member you would like to send that message. 

Assigning in the platform

Select any task 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 message to record.

Did this answer your question?