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Quick Tip: Reassigning Customers & Removing Users

Posted on April 24, 2024July 5, 2024

Salespeople often change roles or rooftops. It’s simple to reassign customers in VinSolutions CRM, with just a few clicks. Watch this short video to learn how to reassign customers – and roll back these changes if the salesperson returns. You can also remove users from select or all stores in your group.

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