Add additional outlets to a Billing Account
Add additional outlets to a Billing Account.
1
vote
Kelby Smith
shared this idea
I wanted to provide an update that we have rolled this out to all but a handful of our corporate customers now and are still getting groups lined up to make the switch to what we call "Multi-Stage Account Management"
Users are able to continue prospecting on their businesses after they initially start billing in a way that doesn't allow other salespeople to scoop up business or force the actual salesperson to put in fake information just to duplicate the account.