CRM: Customer Request Management Solution - Adding employees

To add employees who will work with requests in the CRM: Customer Request Management configuration, follow these steps:

• Go to the Employees section:

• Add a new employee.
• Enter the first name, last name, and email address of the employee.
• In the Groups section, add the Project managers group.
• Click Create Employee.
• Navigate to the Settings section in the created employee's profile and set the CRM: Customer Request Management workspace by default:

The employee will receive an invitation with an activation link to your specified address. When he clicks on the link, he independently sets a login and a password for further work in Planfix. After logging in, he can start working immediately in the CRM: Customer Request Management workspace.

Important

For the added employee to see new orders, add him to the Customer Dialog template, as described here.

Go To

• CRM: Customer Request Management
• Ready-made Solutions
• Feature Description