Danielle Kinsella

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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.

    Danielle Kinsella commented  · 

    To add to the above - it would be good to get all people associated to the organisation you are assigning to be automatically assigned to the organisation account manager.

    Danielle Kinsella supported this idea  · 

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