Add Additional Users to the Customer Contact Card
gathering votes
H
Heather Wilfley
I'd like to be able to have additional users assigned, just how you can have two sales people assigned.
Ex: 2nd BDC, Desking manager, Finance Manager, Manager, etc.
Michele McCoy
Merged in a post:
2nd BDC Agent feature request
K
Kyler Wyrick
Can we add a place to add a 2nd sales BDC agent the same way we can add a 2nd sales person?
R
Rebecca Ray
Can we try to still get a second BDC option. No reporting. Just to allow them both to see the customer in there pipeline and get notifications for them
Shelby Parker
Thank you for posting, Kyler Wyrick! I have a few more questions for you:
- What specific functionalities should the 2nd BDC agent have that are different from the first?
- How should the 2nd BDC agent's role interact with the existing sales team structure?
- Are there any specific reporting or analytics needs for the 2nd BDC agent?
K
Kyler Wyrick
Shelby Parker you can actually cancel this request, we figured out a good way to do things.
Michele McCoy
Merged in a post:
Customer Card
D
Dustin Mathenia
Can we add a spot by Sales1 and sales2 for the Desking manager?
Shelby Parker
Hiya Dustin Mathenia, thanks for this post! I have a few more questions for you:
- What specific information should be included in the spot for the Desking manager?
- How will the addition of the Desking manager spot improve the current workflow or process?
- Are there any specific permissions or access levels required for the Desking manager spot?
D
Dustin Mathenia
Shelby Parker i feel it would help keep everyone on the same page if there are future questions regarding a deal. Just having their name tagged like the salesman could prevent confusion
Michele McCoy
Merged in a post:
UNDER DETAILS
D
DEBRA ANN MILLIS
ADD FINANCE MGR THAT CLOSED THE DEAL
Michele McCoy
Merged in a post:
User profiles
R
Richard Sieck
We would like to either add or rename certain profile types i.e.(salperson,bdc,"caddy") We have many miscellaneous job types here that do not fit the pre-set names.
Michele McCoy
Merged in a post:
MANAGER IN DETAILS
P
Paul Barchett
CAN WE ADD A MANAGER SLOT IN THE DETAILS AREA? THAT WAY WE CAN TASK THEM TO HAVE A MANAGER FOLLOW UP?
Michele McCoy
Merged in a post:
Manager Role on Deal
G
Geoff Kelly
There should be an role option for "Manager" on a customer and deal - along with Sales, BDC, and Closer.
When managers open a deal on an existing customer, they should not be automatically added as the Salesperson, and the system should either keep the prior salesperson, or give an option to select the salesperson.
Michele McCoy
Merged in a post:
Add a Second Closer Position
N
Nicholas Nardello
So that you can attach more than 1 closer to the deal. Thanks!
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