We currently have a workflow managing our handoff from our "Sales" team to our "Servicing" team, because there can be only one deal owner, we've been keeping the original deal owner and adding the Servicing team member as a collaborator on the deal, which is great, but we're having to do that manually for every single deal. Currently, workflows can change the deal owner, which in this case is not ideal as the original owner is still involved and we also want them to stay "credited" for the deal. Allowing the workflow to add that collaborator during the handoff would save time and reduce any potential missed communications.
Agreed. We have clients that need to assign a closer to a deal as a collaborator if it takes over X days to close, ensuring both owners get credit for the sale. However, we can't use the collaborator field to do so because we can't assign via workflow. Instead we have to create a separate owner custom property circumventing the built-in collaborator functionality.
This would be incredibly helpful - we have lead sales reps and assistant sales reps, so it would be far easier to add the assistant to the lead rep's deals automatically. This is especially true when there are new hires who need to be added to a large number of deals at once.
Agreed. We would love to use collaborators for channel deals, exec sponsors, etc. Being able to automatically assign via a workflow makes a ton of sense. Forcing the action to be completed manually is not scalable. Please update ASAP.
+1, this would be an excellent feature, take out alot of manual work, and save teams time. This could also help improve the reporting in dashboards and goals.
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