Customer Card - Add BDC Manager, Additional Closer, and Desk Manager Assignment
gathering votes
M
Maytee Ycaza
For accurate reporting and trackability of performance, closers should be separate from a desk manager. This ensures a clear delineation of roles and responsibilities, minimizing conflicts of interest and allowing for more focused supervision and evaluation.
There should be the ability to add up to:
- 2 closers
- 1 Desk Manager
- 2 BDC gents
- 1 BDC Manager
Right now we can only add:
- 2 Sales ( this is perfect)
- 1 bdc
- 1 closer
Drew Adler
gathering votes
M
Maytee Ycaza
Grant Hocking