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Categories CRM App
Created by Guest
Created on Feb 18, 2021

Option to filter the Account Manager dashboard by Geographical location

A customer would like to have the ability to have the Account Manager dashboard displayed by a Geographical area, enabling them to have the RFM analysis broken down into depot areas e.g. Instead of selecting an Account Manager, select Plymouth, Taunton etc. They currently have multiple Account Managers in each area.

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