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User responsible for a client

Updated at: Number of views: 2104 1 min read

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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