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Salesperson in charge of a contact
CRM, in general, is a sales-oriented aspect of a company ; therefore, a dedicated salesperson might often follow a prospect, from creation to commercial actions. Blue Chameleon's CRM module features this salesperson anytime a list of contacts is displayed, as it can be seen on Fig. Looking for clients and prospects.
Setting or changing the salesperson in charge of a contact is done when an action is taken on a contact, as described next.
Next: Actions Up: Contact managing Previous: Creating/expanding a contact list