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Jason Atkinson

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Latest activity by Jason Atkinson
  • Jason Atkinson created a post,

    My Items / All items options

    I have several CSR users who need to be in "all items" view in the lead center, in order to share client contact responsibilities.  I need to be able to set their default view to "all items", witho...

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  • Jason Atkinson commented,

    Is there a way to change the default for non-admin agents?  I need them to have "all items" as their default view, so things don't keep getting missed.