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Product Suggestions
Status Shipped
Categories CRM App
Created by Guest
Created on Oct 15, 2020

Default Account Manager to User Creating Business Contact

A customer would find it useful to have an option to default the account manager to the user who created the business contact if they're listed as an account manager. A lot of the time a account manager will be creating their own prospects and customers via the CRM, so it makes sense to default it to the user creating them in these cases.

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