How to change the CSR and Sales Person in Service Autopilot
Automation To-do Settings In Service Autopilot, Automations has the ability to create to-dos and assign them to the “sales person” or the “CSR” (customer service representative) assigned to a client’s account rather than selecting (and having to continually update) the “assigned-To” employee. When an Automation runs, if the “Assigned to Sales Person” or “Assigned to […]
