How can I manage multiple contacts and support tickets under one organization in Uniconnect CRM?
Hi everyone!!!!!!!!!!!!!!!!!!!!!!
I'm exploring the CRM features in Uniconnect and would like to understand the best way to manage customer information when multiple contacts belong to the same organization.
My scenario:
Let's say I'm managing a company called ABC Solutions, which has several employees registered as contacts in the CRM.
Some of these employees have contacted our support team and raised different support tickets.
I would like to manage all this information without having to search for each customer separately.
My questions:
What I would like to achieve:
Has anyone used this functionality in Uniconnect CRM? I'd appreciate any tips, examples, or best practices.
Thanks in advance!
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