This article walks you through using the Check availability field on the Clients dashboard to confirm a prospective client isn't already assigned to another rep before you pursue the account or submit a credit application.
Why this matters — rep ownership of clients: The rep who first requests setup and submits a credit application becomes the owner of that client, and other reps cannot work with that client until ownership is released.
See Setting up clients for the full ownership rules (3-month move-or-release, 9-month inactivity reassignment).
1. Open the Clients dashboard
From the top nav, click Clients.
2. Type the client's name into the Check availability field
At the top of the dashboard, find the Check availability field and type the client's business name.
Tip: Try a few spellings and short forms (e.g., "Acme Logistics" vs. "Acme Logistics Inc.") to make sure you're not missing a record under a slight variation.
3. Click Check
4. Interpret the result
Result | What it means | What to do |
The client appears | The client is already assigned to another rep and is not available for you to work with | Stop — do not submit a setup request or pursue the account |
The client does not appear | The client is not assigned to anyone in polt.ai | You can move forward. See Setting up clients. |