Add Secondary Rep to Opportunity Pipeline
K
Kayla Williams
Is there a way to add a secondary rep to the opportunity so it comes up in my personal opportunity list?
My AM support 2 sales reps. I would love a way where the opportunities attached to her desk are easily visible without impersonating her primary reps and weeding out her specific opportunities.
She is in charge of quotes and proposals, and so it would make her tasks a lot easier to follow up on if it can show up on BOTH our pipelines.
Jessica Lavoy
Merged in a post:
Add Secondary Rep to Opportunity Pipeline
Justin Sawyer
Is there a way to add a secondary rep to the opportunity so it comes up in my personal opportunity list?
My AM supports 2 sales reps. I would love a way where the opportunities attached to her desk are easily visible without impersonating her primary reps and weeding out her specific opportunities.
She is in charge of quotes and proposals, and so it would make her tasks a lot easier to follow up on if it can show up on BOTH our pipelines.