Assign Clients to Staff

Typical Problems

  1. People don’t have specific clients that they are assigned to.
  2. Clients are not being consistently follow-up up with because they are not assigned to staff.
  3. Clients don’t know who their point of contact is.

How Blitz Makes the Assign Clients to Staff Process Better

Blitz allows for users to assign clients to staff.  This includes:

  1. Allowing clients to be imported and assigned out in batch to current staff.
  2. Allowing staff know who they should target to cross-sell and up-sell.
  3. Allowing the clients to know who their point of contact is for the the company.
  4. Allowing the staff to know internally who is responsible for the client.

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