sold customer not put in my name
under review
A
Amy Mattick
my manager cant move it into my name - that is why i started this chat. can someone please help me with this. Thanks AMy
Shawn Goebel
under review
Shawn Goebel
Amy Mattick Thank you for the feature request! Do you know if this deal has your manager listed as the Salesperson in the DMS? We received an update from your DMS with Mike listed as the Salesperson on July 30th. If you can get that changed in the DMS, it can be updated in the CRM! I hope this helps!
A
Amy Mattick
Scott Ferrian - customer name - manager could not push so he had to put it into his name now cant put it back into my name
Shelby Parker
Great to hear your perspective, Amy Mattick! I have a few more questions for you:
- Can you provide more details about the process you and your manager followed when trying to transfer the customer's name?
- Have you encountered this issue before or is this the first time?
- Are there any error messages displayed when you or your manager attempt to make the change?