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Canvasser

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A canvasser is an employee who is employed to go out and canvass on the business's behalf - someone who is a telemarketer, door to door canvaser etc. From a system point of view a canvasser is a category of employee and the canvassers information is maintained mainly from the Employee List.

To create a canvasser you must first create an Employee to be converted to a canvasser.

How to create a Canvasser

  • Select CRM tab
  • Select Canvasser button
  • Select theEmployee from the drop down list
  • Save