Manual Accounts Assignation

1. Login to your account here:

2. Our system automatically assigns profiles to your pipeline if they are set to Automated Workload Assignation.

3. To disable Automated Workload Assignation, you need to uncheck the boxes of the pipelines for which you want to assign or remove assigned sales assistant profiles;

4. and then click on Save.

5. From the sidebar menu click on Accounts

6. Check the boxes of profiles you want to move

7. Click on Edit button

8. Check the box to Change the Pipeline

9. Now select your desired pipeline from dropdown list where you want to move the profiles

10. After selecting the pipeline, click on Apply.