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CRM, Units of Work
CRM, Units of Work
Introduction
You can input new or updated units of work which relate to the contact log export
How to Access Units of Work
To access Colour Priority:
Click Masters → Main Master →CRM, Units of Work (as shown in the below screenshot).
2. You can view the current Units (as shown in the below screenshot).
How to Add a New Unit of Work?
To add a new unit:
Click on the “+ Add Unit of Work”.
Fill in the required details and click the green tick button to save the details (as shown in the below screenshot).
How to Edit a Unit?
To edit a unit:
Click on the edit icon.
Fill in the required details and click the green tick button to save the details (as shown in the below screenshot).
, multiple selections available,
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