Forgetful sales team assign contacts but no the companySOLVE
Dec 8, 2017 4:22 AM
So I have a growing issue of un-assigned companies in the crm.
The team all love how easy it is to add a contact and that, that contact is automatically assigned to them via tthe gmail plugin but, they continually forget to manually update the company owner. Which means ive got over 50 companies I cannot easily attribute to a sales team member.
Is there a way to automate this too at the same time as creatign the record?
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