Assign company to Customer Success but keep sales owner for reportinglösung
Jan 8, 2020 6:29 AM
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.
For example the Contact Lifecycle Funnel Report:
This no longer includes contacts from deals won as they are no longer assigned to the sales person.
So the question is - how can you assign the contacts and company to a customer success team whilst retaining the reporting for the sales person?
Thanks in advance
Gelöst! Gehe zu Lösung.