Paul Flynn

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    2 comments  ·  Workbooks Enhancements & Suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Keith Evans responded

    We will review this issue in due course. Initial thoughts: Any changes to the way in which the “Assigned to” functionality works need to be carefully considered because there may be unforeseen knock-on effects. Additionally not all Workbooks customers use this functionality in the same way e.g. Just because an Organisation is being assigned to a different user, should all opportunities be re-assigned? If multiple sales people sell multiple times to the same organisation there may be multiple ongoing and historical opportunities that need to be assigned to different people.

    Paul Flynn shared this idea  · 

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