How do I assign an owner to a client in Hhola? - SquareDocs

Clients

Table of Content

Table of Content

Table of Content

How do I assign an owner to a client in Hhola?

Assigning an owner to a client in Hhola is straightforward. After creating or selecting a client profile, you can assign ownership to a team member from within the client’s details. This feature helps designate responsibility, ensuring that the assigned owner is in charge of managing client interactions, follow-ups, and ongoing communications. It improves accountability and keeps the relationship organized and streamlined.




From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.