Customer
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