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Thurstonpope
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Member since ‎Apr 10, 2019
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Thurston Pope

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Thurstonpope on May 06, 2019
I don't want my sales people to be able to assign their created contacts to themselves...
I've posted once before but never got an answer to this really frustrating problem. Whenever someone creates a contact on thier phones, they have a list of things they can do including assigning the contact. This is the one thing i DONT want them to read more
Reply Discussion Android iOS
1 upvote
6 Replies
Thurstonpope
Member
May 08, 2019
I think I see what you mean. So create a user called "unassigned" and anyone who didn't choose that option wouldn't be able to hide it. I think that'...read more
Solved
Thurstonpope on May 06, 2019
I don't want my sales people to be able to assign their created contacts to themselves...
I've posted once before but never got an answer to this really frustrating problem. Whenever someone creates a contact on thier phones, they have a list of things they can do including assigning the contact. This is the one thing i DONT want them to read more
Reply Discussion Android iOS
1 upvote
6 Replies
Thurstonpope
Member
May 08, 2019
I think I see what you mean. So create a user called "unassigned" and anyone who didn't choose that option wouldn't be able to hide it. I think that'...read more
Solved
Thurstonpope on April 10, 2019
Adding contacts without assigning them to oneself in the mobile app
As the title says, what I'm trying to do is give my salespeople permission to add contacts but not have that contact assigned to them. Is there anyway that when they add the contact, rather than an option to assign the contact to themselves, there c read more
Reply Discussion Account
0 upvote
4 Replies
Thurstonpope
Member
April 17, 2019
Thanks for the reply. There are only two options when I go to assign the person. If there was an "unassigned option", I'd really want that to be the ...read more
Solved
Thurstonpope on April 10, 2019
Adding contacts without assigning them to oneself in the mobile app
As the title says, what I'm trying to do is give my salespeople permission to add contacts but not have that contact assigned to them. Is there anyway that when they add the contact, rather than an option to assign the contact to themselves, there c read more
Reply Discussion Account
0 upvote
4 Replies
Thurstonpope
Member
April 17, 2019
Thanks for the reply. There are only two options when I go to assign the person. If there was an "unassigned option", I'd really want that to be the ...read more
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