Matt Frowe

1. Agent guide
2. Customer management and profiles
3. Creating and using customer lists

I'd be interested to know the answer to Josh's question as well. This strikes me as a good idea that was never really built out enough to become useful for most practical purposes. 

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• Matt Frowe
• Created May 07, 2021 07:15
• 0 votes

1. Agent guide
2. Customer management and profiles
3. Creating and using customer lists

Hi there, apologies if this has been asked before, but is there any way to define a customer list based on data held about the Organization that the customer belongs to?  For example, in our setup ...

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• Matt Frowe
• Created January 18, 2021 10:13
• 0 votes