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.
5
votes
Brigid Powers
shared this idea
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Jasmine Ripoyla
commented
I concur! This would clear up confusion on both ends.
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Kelly Siefkin
commented
Love the proactive communication!