Assigning Users to Designated Carriers

Brokerages often assign representatives to specific carriers to foster growth in their relationships. Utilize C4 to assist in building these carrier connections.

1. Navigate to the Capacity or Projects section and select the carrier you wish to assign. Click the 'Assign Rep' drop-down menu located at the upper right corner of the carrier card.

 

2. Select the checkbox next to the representative you wish to assign to the carrier:

 

The 'Assign Rep' drop-down is also available when you click the carrier's full profile:

 


If you have any further questions, please contact Support@cargochief.com