In AutoTask Company Classification is how we would sort customers by Contract type, thus is how we would activate all the intellgence and magic agents.

It is tedious to go through All 5 intelligence agents and the two magic agents have to update the customer list 7 times anytime we add or remove. There should be a way to create a Customer group in the system and use the filters of classifications to do that. Then assign these groups to the Agents and Intelligence rather than manually assigning.