Scheduled Tasks
General With scheduled tasks it is possible to automatize the use of target groups. You can for example set a target...
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Entity’s Owner
General In the CRM-service system there is only one owner or assignee for every entity (Account, Contact, Sales Order, etc.). The... -
System Access
General System access can be set for each entity so that on the strictest (=lowest) access level each user can... -
Sales Organization Hierarchy
General In the CRM-service system, you must set up a hierarchy of the sales organization structures. The system users are...