Investigating a fix and would appreciate any advice / best practice tips.
We currently auto-assign company & contacts to the Customer Success Manager when a deal is closed won. However the result is that in the sales person’s dashboard the company / contacts for the closed won deal are no longer included in the reporting.
Are you skipping any lifecycle stages when changing the ownership? If the settings on the funnel are set to only include leads that go through all, that might explain it.
On the report settings, either remove stages not being used or skipped or change to “any” stage. Lead, MQL, SQL, Opportunity, Customer, Evangelist, Other.
If that doesn’t fix it, then i’m not sure what the cause would be.
Instead of changing the owner, have you considered adding a new custom contact property that’s a user field to add the CSR as a secondary owner? This way the sales rep also retains ownership.
My first thought is to create a custom property so you would have a “Customer Service Owner” and a “Sales Owner” and use workflows to set the CS one once the deal is won. That would give you properties to run reports, without affecting your sales reps reports.
