Simple Auto CRM

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[HOWTO] Configure who can verify appointments

Using our lead management solution you can specify who can or can not verify customer appointments

In order to do that you will need to log in to your account as an administrator

Once you are logged in, click on the "Leads" section and then click on "Auto CRM Settings"

On this screen, set the "Only managers can verify appointments" option to "YES" and only managers will be able to verify appointments







 
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