User interface - Documentation
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US

Representatives - User interface

  • Login screen

    This is the home page of the Customers application.

     

  • Customer Representatives

    From the customer representatives application, you can make customer representative appointments and track which personnel are responsible for which customer.

     

  • Customers Without Appointed Representatives

    Customers for whom no customer representatives have been assigned are listed. Navigate to the customer card from the arrow sign.

     

  • Settings

    This is the General Settings screen. You can access the settings document through the relevant menu.