How To Assign Person In Charge (PIC) for Specific Contact
Last updated
Last updated
Login to your account via https://crm-pipeline.kuasa.io/.
Click CRM Pipeline.
Click Contacts > Manage Contact.
Click View Profile button.
You may click + Add PIC button as shown in the picture below.
You may choose name from the Assign PIC list, then click Add button as you have confirmed your PIC.
Assigned PIC is shown on the customer's contact profile successfully.