Desking Manager as well as Finance manager
Sheila Gallegos
We would like to be able to list the closing/desking manager as well as the finance director. Their name would be listed in the same manner as the "Sales" or "BDC" Agent
Shelby Parker
Thank you for posting, Sheila Gallegos! I have a few more questions for you:
- How should the desking manager and finance director be displayed in relation to the existing 'Sales' or 'BDC' Agent listings?
- Are there any specific permissions or access levels that should be associated with the desking manager and finance director roles?
- Should the desking manager and finance director have any specific interactions or integrations with other parts of the CRM system?