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Assigning Employees to Branches (CRM)

Overview

If your business works from more than one location, branches help you sort your team and assign jobs to the right people. This article explains how to assign an employee to a branch.

1. Choose a branch when adding an employee

While you fill in the details in Resources → Employees → Create Employee, choose the employee's branch.

2. Assign or change a branch later

  1. Go to Resources → Employees.

  2. Click the three dots next to the employee, then Edit.

  3. In the employee summary, click Edit.

  4. Choose the branch.

  5. Save.

Note: Branches are used to sort your team and to assign jobs.

For further questions, contact the Movermate Product Experts at [email protected].

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