Manager Functions

Removing Employee and Re-Assigning their Customers
Instructions on how to remove and employee and re-assign their customers
Mon, 12 Mar, 2018 at 9:57 AM
How to Change End of Month
Instructions on how to change your Month End Date
Fri, 16 Mar, 2018 at 4:21 PM
Reassigning Customer (Bulk)
How to reassign customers by bulk without removing an employee. Manager and Executive Roles only
Tue, 11 Sep, 2018 at 9:01 AM
How to Check Your Reminders up to 30 Days
Instructions on how to check your past reminders up to 30- days
Mon, 8 Oct, 2018 at 2:22 PM