Contact/Deal Ownership

RobinT

In my company, sales rep work on certain deals/companies together. We'd like the ability to have multiple contact and deal owners.

 

 

1 Reply
DrewMacFadyen
Participant

Second this feature request.  Marketing Professional includes teams which is one option, but upgrading is cost-prohibitive for us.  The "hack" I have used for the time being is to list those shared companies/contacts as "unassigned" and made sure that all reps/staff have access to "owned" and also "unassigned" records.