Solved Partners and their customers setup
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Hi!
Is it possible to have a layered setup, like this:
A main entity
- its customers
- partner 1
- first partner's customers
- partner 2
- second partner's customers
- etc.
I see that there are teams and groups that allow to have partners managed as groups, but I don't see how to assign customers to the groups?
Thanks!
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You can not group customers here.
But yes you can make groups of agents.
And assigned the customer ticket to a particular agent or a group based on some condition in workflow. -
@Sanjeev Thank you!