Add a sales manager option
J
Jaina McLean
Under the details section, there should be a way to add an assigned sales manager to the deal.
Shelby Parker
Thanks for the suggestion, Jaina McLean — adding an assigned sales manager could definitely make deal ownership and visibility a lot clearer. To make sure we design this the right way, can you share a bit more on: which deals should have a sales manager (all by default vs only certain types/stages vs as-needed), what you’re hoping it enables (reporting, approvals/accountability, routing notifications/tasks, team visibility, etc.), and who should be able to set or update that field (any rep vs managers vs admins)?