Clienteling & CRM
Client Ownership & Book Protection
Clients belong to the associate who created them, with access earned the real way and every grant audited.
Customers belong to the associate who created them and stay invisible to peers unless shared shop-wide, kept private, or granted to specific teams. Access is earned the real way — through data entry, messaging and hand-offs — and every grant is audited. Owner-defined rules auto-route new clients to the right team, and formal transitions move a book from one associate to another cleanly when someone leaves or a territory changes.
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