Who: Deal owners and other employees associated with supporting a deal (inside sales, pre-sales, customer success, implementation, executives) Goal: Idenify all deals that a user is part of and their role with the deal. Also, specify if the user has read-only or edit access to the deal - currenly they get full access with Deal Collaborator functionality - which is a great first step. A gold star would be to be able to specify if there is one or more than one of these associarted to deal - i.e. there should only be one Executive, but maybe 2 pre-sales users. I also need to be able to report on these values, so would want to output a table with the following columns: Deal Name | Pipeline | Amount | Owner | Pre-Sales | Customer Sucess Value: This will allow us to determin the roles of users associated with an opportunity - i.e. if my inside sales team is part of the deal team, they are compensated at specific deal stages. Examples: Salesforce has Opportunity Teams where this is implemented. This should be similar to the Deal Contacts with the Association Labels.
... Afficher plus