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nickhannah
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Member since ‎Jan 26, 2017
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nickhannah on June 06, 2017
Hi, One of my Sales Director's roles is to assign Contacts to new Owners as part of the sales process - effectively assigning contact to the agent who will be resonsible for dealing with that contact at point of sale. We are having an intermi read more
0 upvote
5 Replies
Member
June 06, 2017
Brilliant advice! Thank you. I have now been able to see that an import from a Bookly Customer list was overwriting the changes to the "Owner" fiel...read more
Solved
nickhannah on June 06, 2017
Hi, One of my Sales Director's roles is to assign Contacts to new Owners as part of the sales process - effectively assigning contact to the agent who will be resonsible for dealing with that contact at point of sale. We are having an intermi read more
0 upvote
5 Replies
Member
June 06, 2017
Brilliant advice! Thank you. I have now been able to see that an import from a Bookly Customer list was overwriting the changes to the "Owner" fiel...read more
Solved
nickhannah on June 06, 2017
Hi, One of my Sales Director's roles is to assign Contacts to new Owners as part of the sales process - effectively assigning contact to the agent who will be resonsible for dealing with that contact at point of sale. We are having an intermi read more
0 upvote
5 Replies
Member
June 06, 2017
Brilliant advice! Thank you. I have now been able to see that an import from a Bookly Customer list was overwriting the changes to the "Owner" fiel...read more
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