Deal Responsible
Instructions for using the "Deal Responsible" block to assign responsible in internal CRM
The responsible for the deal can be assigned to a LEADTEX platform user to whom you have granted a role to work in your chat bot.
Assigning deal responsible
Creating roles, personal accounts and managing team access
Create a corporate chat bot with individual accounts for different employee roles. The video shows the complete process: from setting up roles (manager, supervisor, director) to providing limited access to colleagues for collaborative work on the project.