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Assigned Companies to dedicated CSM

We request the ability to assign companies to specific CSMs, ensuring they can only manage the accounts assigned to them. This feature will enhance data security, improve workflow efficiency, and prevent unauthorized access to unassigned companies. It will also help CSMs focus on their designated accounts without unnecessary distractions.

Status: In Progress1 comment

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Comments1

  • Tim Sabir

    Team•

    Apr 28

    @Sara Irfan @karthik this is what AR Funnels are asking for