Responsibilities
Each system record is assigned to an employee, including client records. The assigned employee is responsible for managing these records and typically has permission to modify, transfer, and perform necessary actions.
Notifications Overview
As a responsible person or member, you may receive various notifications to keep you informed and engaged with important updates and actions.
Assignment Update: You've been assigned a new client.
New Interaction: You received a new message or comment.
Client Transfer: Your client has been reassigned.
Task Completion: A milestone or task has been completed.
Reminder: Upcoming deadline or event alert.
Payment Processed: A payment has been received from the client.
Methods for Assigning Employee Responsibilities
Individual Transfer: Assign specific responsibilities to another specialist one by one.
Mass Transfer: Transfer multiple records at once to another specialist.
Add Employee as a Member: Associate an employee with a customer profile without assigning specific responsibilities.
Automated Process: Assign clients based on automation scenarios or lead generation settings.
Modify employee access to hide or reveal data and allow them to change client details.