Yes i agree, our marketing/sales team would like to be able to see this data for referrals and testimonial purposes, they should be able to see on CRM who is appropriate to talk to without neccaserily having to ask a CSM
Yes i agree, our marketing/sales team would like to be able to see this data for referrals and testimonial purposes, they should be able to see on CRM who is appropriate to talk to without neccaserily having to ask a CSM