Advanced Customer Management setting in ALL-IN-CRM, use to sort all customers by the services, each service can contain customers of different types of business or price in the warehouse product list.
The administrator can create an unlimited number of services and adding customers to it manually from the customer profile or during the importing process.
Each customer can be added to multiple services.
Each service has own customer statuses list.
For sorting customers by Employees, each employee has to be added to the service in which it works. Each employee must be added to the “employee groups” with which he works.