The Assign clients to users option allows you to assign selected clients or prospects to certain users. For example, you might want to create a portfolio of specific clients for some users, or assign a set number of clients to other users.
The Assign clients to users option allows you to assign selected clients or prospects to certain users. For example, you might want to create a portfolio of specific clients for some users, or assign a set number of clients to other users.
*Community Hub is the new name for Sage City