Common Data > Customer
Pick Customer From Common Pool
Posted by i3Teamworks Admin on 28 Sep 2018

Sales Person can Pick Customer from a Common Pool.

1. From your Main Dashboard, go to Common Data and click on Customer

2. Click on Customer tab 

3. Select the Assign To = "Unassigned"

     

4. From Customer listing in the Table, click 

5. In Customer Detail Page, click on

   

 Note:

Once you have Picked this Customer, it's  belongs to you and will no longer available under Common Pool