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Categories CRM App
Created by Guest
Created on Oct 24, 2023

Opportunity / Problem Pipelines - Have option to auto assign to specific or group of users

If you are using Pipelines as a workflow, especially with problems, when you reach certain stages you may wish it to be auto assigned to a specific user or pick from a group of users based on how many tasks they have.

e.g. Passed to Accounts -> Authorise Credit could be auto recalled to either the Accounts Administrator or a member of the accounts team.

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