Changing the account assignee in Task Manager

To reassign an account to another Task Manager user, follow these steps:

  1. Go to Task Manager > Accounts
  2. Find the account
    • If you don't see the account, you may need to remove yourself from the account filters
  3. Click on the name in the Assignee column
  4. Select the new assignee 

What does the account assignee field do?

The account assignee field is responsible for:

  1. When a client asks a question through Business App, the account assignee is notified
  2. A visual indicator to other agents of who the primary point of contact is

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