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Version: 1.9.0

User Management

Read the articles of this section to learn about unique features for user management available in the B2B CRM application.

Training and Certification​

Create certification program records and issue certificates for the contacts and employees who completed them. You can also create certification stages and issue certificates for their completion as well.

Reassign Records​

Find out how to reassign multiple records from one employee to another in case of dismissal or vacation.