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# Assigning Client Representatives for Follow-Up Tasks

> [ytb](https://youtu.be/0XwtuAb6eXQ)This document outlines the steps to efficiently assign a staff member to a prospect member or a training client for follow-up. Assigning a staff member as a client representative ensures a streamlined process for managing tasks and communications.

## Step 1

To assign a staff member to a client, referred to as assigning a client representative, there are two available methods.

![Screenshot 1](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image1_fq0ten.jpg)

## Step 2

The first method is during the creation of a client profile in the Creation section. Here, you can select the client representative, which by default is the currently logged-in user.

![Screenshot 2](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image2_1tbepf4.jpg)

## Step 3

Alternatively, you can change the client representative by accessing a client's profile, whether they are a member, prospect, or training client. Navigate to the designated area in the profile to select a different client representative. Once selected, the new client representative will be assigned.

![Screenshot 3](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image3_13bfewo.jpg)

## Step 4

As a result, all tasks related to follow-ups will automatically be assigned to the designated staff member for that client.

![Screenshot 4](https://storage.crisp.chat/users/helpdesk/website/-/d/e/0/e/de0ea800cb93e800/image4_1fc31g0.jpg)