Assign Multiple Team Members to Opportunity/Lead
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Robert Carter
In our processes, we have a sales person but we also have client support staff. Once converted, the lead needs to be tied to someone in each of those roles (for both notifications and reporting). At this time, as soon as someone else takes over the conversation, we've seen the contact reassigned to the other. Right now we have a workaround with custom fields but it doesn't enable us to pull the reports we need and it makes things cumbersome in the system having what equates to unnecessary additional automation to keep up with.
C
Christian Cignarella (Admin)
Really need to have this, assigning multiple staff members to a single opportunity and having that work with the "Assigned data only" permission on for those staff members is pretty essential for many businesses as you don't want to expose every lead and contact to your employees / contractors etc etc.
For my own business this is absolutely needed.
S
Sheikh Mishu
I was looking for a group conversation between 1 contact and multiple team members. Currently I can assign only 1 team member to 1 contact and they can communicate right? I want multiple team members to be able to communicate to 1 single contact. And I want to restrict those team members to that contact only. So essentially it’s multiple assignment functionality.
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Colleen McCartney
this would be super helpful!