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Thurstonpope
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Thurstonpope en 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 Leer más
Responder Conversación Android iOS
1 Me gusta
6 Respuestas
Thurstonpope
Miembro
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'...Leer más
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Thurstonpope en 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 Leer más
Responder Conversación Android iOS
1 Me gusta
6 Respuestas
Thurstonpope
Miembro
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'...Leer más
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Thurstonpope en Abril 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 Leer más
Responder Conversación Account
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4 Respuestas
Thurstonpope
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Abril 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 ...Leer más
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Thurstonpope en Abril 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 Leer más
Responder Conversación Account
0 Me gusta
4 Respuestas
Thurstonpope
Miembro
Abril 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 ...Leer más
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