To add a service upsell specialist for your Foureyes Tap 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 Tap account. To learn how to add a user, click here!