Only your admin has permission to see customers without an account manager. The admin can assign a new account manager to those customers.
Permission needed:
Avaliable in plan:
Articles in this section
- How do we find the customers who were assigned to an account manager who has now left the company?
- How do I remove colleagues who have left the company from our filters?
- I can't find a filter my colleague uses.
- My colleagues from another region can only see activities related to specific customers. How can they see everything?
- Why do I get an error when I try to move a sale/opportunity from one user to another?
- I joined a meeting with a colleague yesterday. Why can't I edit information related to it now?
- How can I set up a user so they can see information, but not change or add anything?
- How do I export contacts from a list I created?
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