Customer responsible

As a Sales representative, you can easily list your clients by selecting your name in the filter Responsible. The customer responsible will be added to the customer card on the icon with the dots up in the right corner on the screen. Select Edit customer responsibles.

To be able to remove a customer, you need to be customer responsible or have the permission level of an Administrator of Cinode.

As a customer responsible you will automatically become a follower of the customer.

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