La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
Does anyone know if there is a way to assign collaborators through workflow using another Deal property? Right now, assigning collaborators is very manual.
Agreed. We automatically want to assign a collab for a rep in a different division. The Collab tool is already there so why wouldn't the capability be there? SMH
Here's our use case: when a deal is of a certain size, we use a workflow to assign the deal an executive sponsor. There's then a program of activities that exec sponsor does with the deal and then with the customer when they come on board. I'm manually adding myself as a deal collaborator when I am assigned to be an exec sponsor and then I'm able to use the power of Sales Hub and reporting to assess my "book" of business as exec sponsor. It would be very helpful if upon being assigned exec sponsor I could also auto assign myself to the Deal as a collaborator.
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.
Pour ajouter un commentaire ici, vous devez être inscrit. Si vous êtes déjà inscrit, connectez-vous. Dans le cas contraire, inscrivez-vous puis connectez-vous.
