Would be great to have the option to add another manager in XPM under a client. For example we have associates that onboard a client but a Director still needs to oversea this and quite option we have a manager that may be the contact person. At the moment there is no where to put the manager if there is already a Director and Associate involved.
Nicole Graham
supported this idea
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Would be great to have the option to add another manager in XPM under a client. For example we have associates that onboard a client but a Director still needs to oversea this and quite option we have a manager that may be the contact person. At the moment there is no where to put the manager if there is already a Director and Associate involved.