When closing a call, users may notice that the client’s main specialization does not match the one under which the call was conducted. In such cases, brands and presentations may not be assigned correctly or may contain incorrect data.

This issue often arises when a client works in multiple specializations, but their profile only displays the main one.

However, in our CRM system, a client can have one main specialization and up to 10 additional specializations.

Adding an Additional Specialization to a Client Profile

1. Go to the Clients section and find the client’s profile.
   
2. Click Edit on the profile.
   
3. Scroll down to the Additional Information section. Add the Additional Specialization as needed.
   

This links the client profile to the specialization under which the current call is being conducted.

Selecting an Additional Specialization in a Call

1. Click Edit Call.
   
2. Click on the Specialization field.
   
3. Click on the Specialization field. Select the appropriate specialization from the list.
   The list includes both the client’s main specialization and all additional specializations that were added in the client profile under Additional Information.
   

When closing the call, brands and presentations will be displayed based on the selected specialization in the call.

Important Note! If a copied call is created for this client in the future, it will retain the specialization selected in the original call.