Default sales person in opportunity with current user
Customers would like that when creating an opportunity or contact that the sales person field sets the user as default instead of having to select it every time.
In the latest version of the CRM (rolling out to all users in the coming weeks), when creating a new company, the account manager field will default to the current user (if the current user is setup as an account manager). I can see that you'd like a similar default in more places so we will keep this idea on the list. Just thought that was a useful small update to highlight for you.
Option to have Sales Person Be Currently Logged User than always Account Manager
Merged
Currently the sales person for an Opportunity / Quotation is defaulted to the Account Manager. For some customers an account manager will look after customers in an area and be assigned as the account manager, but any of the sales rep can raise sa...
Guest
over 2 years ago
in CRM App
0
Good idea awaiting more votes
11
MERGED
Add sales person automatically when creating opportunity
Merged
This would save the user time and would also make sure all opportunities are made by the correct person.
Guest
over 4 years ago
in CRM App
0
Good idea awaiting more votes
In the latest version of the CRM (rolling out to all users in the coming weeks), when creating a new company, the account manager field will default to the current user (if the current user is setup as an account manager). I can see that you'd like a similar default in more places so we will keep this idea on the list. Just thought that was a useful small update to highlight for you.
This would definitely be helpful & time saving! Ensuring that we don't forget to assign ourselves when creating a new business / contact to the CRM.