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Status Good idea awaiting more votes
Created by Guest
Created on Jan 26, 2021

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.

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  • Admin
    Andrew Ardron
    Reply
    |
    Feb 8, 2021

    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.

  • Guest
    Reply
    |
    Jan 26, 2021

    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.


  • +21
1 MERGED

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