Customer Owners

In Zengain, an "owner" is the relevant contact person in your organization managing your customer.

There are three roles, and you need to have added at least one person for the "Sales owner" in order to filter customers by the correct account representative.

Additional roles are for your support and CS teams. These can be completed later as you onboard your clients.

Owners allow Zengain to segment your customers easily and allow your users to focus on accounts allocated to them.

Assigning Owners

When you onboard, you will start to see these alerts if the events are bringing in new customer data that is not assigned an owner. This alert makes it easy to quickly connect your internal user database to your customers.

To add the owners easily, click the "Assign" link on the right-hand side.

This will take you to the customer section, where you can quickly add some by filtering the list by those without owner records.

Now you need to click on each customer and add the owner records you need.

On the right of the details page for each customer is the option to edit/add your owners.

• Click the "edit" button to add your owners from the user database.

• Click save to return to the customer page - you can add up to three owners in this process.