How can an ENTERPRISE account manage the clients of the Wellnex Account Managers in the group? : my-insurer and wellnex

How can an ENTERPRISE account manage the clients of the Wellnex Account Managers in the group? Print

Created by: Jean-Remi BERNARD

Modified on: Fri, 16 Apr, 2021 at 3:00 PM

As a ENTERPRISE account, you have the ability to create clients / leads like standard Wellnex ACCOUNT MANAGERS, but you can also re-allocate clients/leads from one Wellnex account to another.

In this section we will highlight the main differences and added tools available to the ENTERPRISE account.

Learn how to Use the Clients Management.

Jean-Remi is the author of this solution article.

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How can an ENTERPRISE account manage the clients of the Wellnex Account Managers in the group? Print

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