The Advanced Customer Management setting in ALL-IN-CRM is used to sort customers by service. Each service may contain customers with different types of businesses or prices in the warehouse product list.
The administrator can create an unlimited number of services and add customers to them manually from the customer profile or during the importing process. Each customer can be added to multiple services, and each service has its own customer status list.
To sort customers by employees, each employee must be added to the service in which they work. Additionally, each employee must be added to the appropriate “employee groups.” [AI]
