Some of our agents do an extensive onboarding with some clients. Therefore, I would prefer to assign this agent as the "Account Manager" for these clients.
I would still want all agents to be able to assist the client with most queries, but it would be best if their "Account Manager" was the primary source of contact.
Would anyone have any tips or recommendations on you best approach this? So far I have created a custom field with a drop-down to select the Account Manager on an organisation level. Thanks!
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