CRM – Active Clients
Within the CRM module, you can see all the clients that are assigned to a specific salesperson, based on the security preferences that have been set. If a client has been assigned to a particular salesperson, then the only person who can reassign the client is a sales manager.
The CRM module also manages contract expirations and renewal dates. Business Manager 365 will start sending the assigned salesperson notifications that the contract is going to expire.
See How It Works
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