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Secondary Assignee Notification/Tracking

While it’s great that we can now add a secondary assignee to an opportunity, it doesn’t add much value if the secondary assignee isn’t notified or made aware of their designation. At the very least, it would be helpful if they received an alert letting them know they’ve been added, but ideally those opportunities would also appear on their “My Open” page so they can easily keep track of them.

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Brigid Powers shared this idea  ·   ·  Report…  ·  Admin →
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  • Jill Wright commented  ·   ·  Report

    It's very important for the secondary assignee to have notification and/or easy visibility to these assigned opportunities.

  • Laurel Shulman commented  ·   ·  Report

    +1 to having these opportunities show up in the "My open" tab. Or maybe there's another tab just for Secondary assigned staff. Right now it's so hidden so this field isn't easy to access the value that exists in this data.