Matchmaking was a strong build inside the CRM allowing users without difficulty connect related suggestions together
Matchmaking was a strong build inside the CRM allowing users without difficulty connect related suggestions together Like a free account have associated leads, cases, items, potential, connectivity etcetera... Dating as well as define streaming choices from relevant info when the moms and dad record try common, re-tasked, re-parented, removed or blended which have another list. Such as for example in the event the a merchant account belongs to an alternate member, most of the related prospects, circumstances, options, factors will also get allotted to the newest representative. This new cascading...