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      Assign Default Salesperson To Account

      Do you have Salespeople dedicated to certain Accounts? Salespeople can be assigned to Accounts in Systemize. When a new Job is created in that Account, that Salesperson will automatically be added.

      1. Go to Settings > Account > Accounts and open an Account.
      2. Click Edit Account Info across from Account Info.
      3. Choose the Salesperson from the drop-down list, then Save.