User responsible for a client

Created: 2016-03-16
Last updated: 2019-12-02

Post view count: 544

To each client in Sugester you can assign a responsible person - someone who will be in charge of relations with a particular client. Below we present two ways of selecting a responsible person:

  • on client's card, in Responsible field select a person from the list

 
  • from the list view, mark chosen clients with a checkbox and click on a person icon on the top bar



You can also sort the list with responsible person:


 


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