a year ago
Syrinx Integration - Auto Assign Sales Person to Customers
We're excited to announce an update to the Syrinx Integration in SitePad CRM!
New Setting: In the Syrinx Interface Settings, you'll now find the option to "Assign BDM to Clients". This feature enables automatic assignment of a sales person (BDM) to customers during the import process.
How to Use It:
Ensure you have created internal users for all your BDMs in SitePad CRM.
Navigate to Settings > Syrinx Interface.
Tick the "Assign BDM to Clients" option.
Once enabled, this feature will streamline your customer management by aligning BDMs with their respective clients effortlessly.
For assistance or more details, contact our support team.