Hi Folks -
It would be nice if we had an option when creating customer records to automatically assign a CSM when we are creating a company record - based on the lowest number of Companies assigned to the CSM on the time of company creation.
Ive hacked a solution around this but its less than perfect.
Kind Regards,
Mark
+1
+2Hi team,
Are there any updates here?
I am facing the same issue to fast assign a company to CSMs with low volume or even re-balance csm´s companies.
Regards,
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