📽️SAC 360 - Restriction Automation for Cases and Opportunities

The automation for restricting service cases and opportunities aims to ensure that only the agent who starts the service is responsible for managing that case. This not only increases the team's efficiency, but also ensures that each service is handled with due attention, without interference from other professionals. In addition, the automation minimizes the risk of lack of follow-up, promoting faster and more focused service, keeping each salesperson with their lead.

In this tutorial you will see:

• User Access Permissions

• Customer Service Automation

Check out the step-by-step: