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How do I add a service upsell specialist to my Foureyes account?
How do I add a service upsell specialist to my Foureyes account?

Steps to add a service upsell specialist to your Foureyes account

Ellery Gibbs avatar
Written by Ellery Gibbs
Updated over 3 years ago

To add a service upsell specialist for your Foureyes account, follow these steps:

1. Access your account settings.
2. Scroll to the "Assignments" section in the middle of the page.
3. Click the drop-down.

4. Select the team member that will manage service upsell prospects.
5. Once selected, your settings will automatically be saved.

Note: In order to add a service upsell specialist, they must have an active Foureyes account. To learn how to add a user, click here!

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