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!