Maintainers
This module is part of the sygel-technology/sy-crm project on GitHub.
You are welcome to contribute.
Transfer Client Portfolio Commissions
This module is an extension of the Transfer Client Portfolio module. With this module we will be able to assign agents to the contacts in the contact list to be transferred.
Table of contents
Usage
To use this module, you need to:
- From the CRM module go to Sales → ‘Trasnfer Client Portfolio’.
- In the wizard select ‘Current Salesperson’ and click ‘Review’.
- Select the ‘New Salesperson’.
- Check the box ‘Transfer Agents’.
- Select the agents you want to transfer to the contacts from the list of contacts to transfer.
Note that the current agents will be replaced by the selected ones. Also, if you leave the ‘New Agents’ field empty, the agents will be removed from the contacts in the contact list to be transferred.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Sygel
Contributors
- Harald Panten harald.panten@sygel.es
- Valentin Vinagre valentin.vinagre@sygel.es
- Ángel García de la Chica Herrera angel.garcia@sygel.es
- Alberto Martínez alberto.martinez@sygel.es
- Roger Sans roger.sans@sygel.es