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Positions, job holder and the pool

  • How to allocate responsibility for stages (aka automatically change the job holder)
  • How do the partner and manager client fields behave
  • How to create a team of users
  • How to add a job position
  • How to activate/deactivate the pool screen
  • Use the bulk staff allocation tool
  • Add a job field to hold the current job holder
  • How to set what happens when a job is taken from the pool
  • How to rename a job position

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  • Positions, job holder and the pool
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