Every customer can have an account owner: the team member responsible for that relationship. Owners make it easy to see "my customers", and on the Customers page you can tick many customers and change their owner or text them in one go.
Seeing and changing one customer's owner
An owner dropdown labelled Account owner appears in three places:
- On a customer's profile, right under their name.
- In the Owner column of the Customers table. That column shows on wide screens only.
- On each customer card in the Customer Pipeline.
Pick a team member, or Unassigned to clear it. The change saves straight away. If you can't manage customers, the dropdown is a plain label with the owner's name instead. Owners and leads: new leads can be assigned automatically, see Auto-assigning new leads to your team.
Finding your customers
On the Customers tab, click My customers to show only customers you own. You can combine it with the other filters and save the result as a view. See Filtering, sorting and saving views.
Selecting many customers
Tick the box at the start of a row, or the box in the header to select the loaded customers (up to 200). A bar appears at the top with the count and the actions you're allowed to use. The tick boxes only show if you can use at least one action.
You can select up to 200 customers at a time. If you try for more, a message says so. If you search or filter and some ticked customers drop out of the list, they're unticked for you.
With All locations on, customers from other locations can't be ticked. Their boxes are greyed out and say to switch to that location first.
Set owner for many customers
- Tick the customers.
- Click Set owner in the bar.
- Under New account owner, pick a team member or Unassigned (clear owner). Nothing is chosen at first, so Apply stays off until you choose.
- Click Apply.
This replaces the current owner on every selected customer. A message tells you how many customers actually changed, or that they already had that owner. Archived team members aren't offered. You need permission to manage customers.
Message selected customers
Click Message selected to open Bulk blast with those customers already chosen and a starter message "Hi {firstName}, " ready to edit. Nothing sends from the Customers page. Bulk blast still applies your opt-out and consent rules before anything goes out.
Message selected only shows if your plan includes Bulk blast and you have permission to manage automations.
Things to know
- Click Clear in the bar to unselect everything.
- There are only these two bulk actions. You can't delete or archive customers in bulk.
- If a teammate deletes a customer you had selected, the page refreshes and clears your selection when you apply.
Frequently asked questions
Q: Who can change a customer's account owner?
A: People with permission to manage customers: owners, admins, managers, front desk and service writers by default. Technicians see the owner as a label.
Q: How many customers can I select at once?
A: Up to 200. If you try to select more, the page tells you the limit.
Q: Why can't I tick customers from other locations?
A: Bulk actions only work on the location you're in. With All locations on, other locations' customers are greyed out. Switch to that location to act on them.
Q: Does Message selected send the text right away?
A: No. It opens Bulk blast with the customers chosen and a starter message for you to edit. You still review and send it there.