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Aug 19, 2020 at 10:08 AM

How to automate the assignment of account team based on the org. structure

51 Views Last edit Aug 24, 2020 at 12:16 PM 2 rev

We would like to automate the assignment of the account team based on the the assigned employees of the org. unit.

The org. structure has different customer groups. For each customer group there is a responsible backoffice sales and external sales employee.

Thanks in advance for the help :)