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Categories CRM App
Created by Guest
Created on Apr 11, 2024

Assign multiple salespeople

For an Opportunity, especially a large one, it's possible it has two or more salespeople so it would be beneficial to be able to select multiple sales people if applicable.

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  • Guest
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    Apr 11, 2024

    I feel this will be handy to list more than one salesperson on an opportunity. Our team currently use filters to just display their on opportunities in our pipelines and if multiple people are working on the same opportunity due to its size (even if small) it won't display for them unless they search through all of the other person's opportunities also. For reporting purposes it is good to be able to pull the same information for joint effort rather than just being able to list the one