Hi @karstenkoehler ,
The main reason is because BDRs work off of tasks and use sequences/prospecting - so this would be to avoid having the BDR reach out to a contact when the AE is already in advanced commercial conversations with the company.
The issue is we work with big companies, so certain users/departments in the company who are already in conversations with AEs should not be contacted by BDRs but other departments/contacts should still be contacted.
I am happy to use workflows to transfer this information but i’m unable to see how I’d transfer from the company/deal/contact level to the task.
Appreciate your time replies!