Multiple Ownership
A
Admin (Support)
Any contact that has been added there should be a option where it can be assigned to more than one person. As in ideal world there are sometimes more than 1 person working on the contact.
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M
Mike Hochwald
I would love to see this feature. Great for Companies who have a Sales Rep and another employee required to work on the Contact. Car Dealerships!
E
Esteban Valbuena
Yes, it would be way easier to create communities
M
Mia Paulus
I can't transfer ownership within the community to someone else or have more than one owner. I deleted the contact that was owner of the community as it was a duplicated of me and that made it to where no one could access the settings. We were able to eventually find the contact and restore but not tied to an email that isn't associated with me as the user and I can't transfer to me with current abilities.
C
Cameron Reed
Yes please 🙏🏼
J
Jeff Liesener
I agree. We have sales reps who can only see their own leads. On some purchase actions, ownership changes to the fulfillment person before the rep can clean up notes, or collect followup payments. Lead sharing would solve this.
C
Clayton Blood
Yes and would this help that a user can see their assigned data and any data that was not assigned yet? This would help with multiple sales reps catching unassigned incoming leads and their leads and not see a cluster of other coworkers leads which are not relevant to their workflow and own lead management?