You can easily switch which user that you are viewing the CRM as by using the receptionist option. This allows you to quickly see the hot contacts, new contacts, etc. per person. This is similar to, but not the same as the CRM's reception tab.
Reset from the Receptionist List
Enter the Receptionist List
- Open the CRM module.
- Select Edit from the menu bar at the top of the screen.
- Choose the Receptionist List option. This will open the receptionist mode window.
- Click over an employee's name to select them.
- Choose the OK button in the lower right of the window to update your view. The selected employee's contact lists will show on the left side of the screen.
Reset from the Receptionist List
- Open the CRM module.
- Select Edit from the menu bar at the top of the screen.
- Choose the Receptionist List option. This will open the receptionist mode window.
- Click the Exit Receptionist Mode button in the lower left of the window. This will update the contacts sections on the left side of the screen to reflect your own contacts.