Lesson 3.3: Adding & Assigning Consultants | Client Management
MODULE 3: CLIENT MANAGEMENT
Lesson 3: Adding + Assigning Consultants
In this lesson:
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And There’s More…
In our third module, we learn about client management.
Learn about the effective organisational tools available to you as part of your in-built eBoss Customer Relationship Management System (CRMS).
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- Adding a New Consultant
- Assigning Consultants to Tasks