Auto-assignment of managers Off / On
By activating this option, you let Backyou automatically assign a manager from your team to all new requests according to criteria you define: the client's language, the type of event, the workload, a segment, a company or a specific client.
To configure this feature, follow the steps below:
- Activate the feature: you need to activate the auto-assign managers option in the settings.
- Go to the Team section
- Modify a team member card
- Activate auto-assignment
- Select criteria
Once this configuration has been made, the files corresponding to the defined criteria will automatically be assigned to the selected team member, simplifying the process of allocating files within your team.
Allow duplicate company names Off / On
By activating this option, you authorize Backyou to create Companies with the same name. Each time a client is created, a Company is systematically created.
Display "Quick Add" in the product addition dropdown menu — Off/On
By enabling this option, you allow the addition of non-configured products to your proposals.
