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Wersja instrukcji: |
Data publikacji: |
Słowa kluczowe: |
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1.0 Pierwsza wersja instrukcji. |
10.05.2022 |
backoffice, dodanie handlowca, konto klienta, handlowiec, klienci, klient |
1. Assigning a new salesperson to one of the clients:
a. Expand the list of clients.
b. Search for the desired client and select edit option.
2. In the "Salespeople for customer" section, select "Add salesperson".
3. In the newly opened window, search for the user by entering his name and selecting him.