2015-3Q: CRM: Customer search options by Sales Team

New search options have been added that allow to filter customers using:

• • Value Added Reseller

  • Master Agent

  • Regional Sales manager

  • Salesman

These are visible for operators where these fields are defined, on the customers tab as shown in Fig. 1.

Fig. 1: Search by Sales Team

In order for a customer to be searchable by their sales team member, the sales team member must be assigned to the customer on the "general details" section of the customer record as seen in Fig. 2.

Fig. 2: Sales Team on customer record