Assign companies to a user

LeadSnap gives you the flexibility of being able to assign one company to multiple clients or multiple companies to a single client, aside from a one to one relationship.

You may have one lead generation website that produces so many leads you divide them between several clients or you may have a few websites producing lots of leads to a single client.

Either way, in this section you will learn how to assign a company or more to a single user.

Steps

1. On the left menu, click on "Users", then "All Users".
2. Find the user you wish to assign a company to. Click on "View".
3. Click on "Profile".
4. Click on "Edit User".
5. Click on "Companies List" by "Assign Companies" and select the company or companies you want to link this user to.
6. Click on the Update button.

Video Tutorial

Need more details or just want to see how it's done? Watch the video below.