Assign Users and Tasks via Mining | Voters

Assign Users and Tasks via Mining

gathering votes

Nick Sandoval

Would like the option to assign users to deals directly from within the Mining tool, particular at a mass level, similar to the Assign Tasks available.

This would be helpful especially for Orphan customers, and for assigning customers to new users without removing all customers from another user.

Created by Trevor Newman

Devin Inman

Yes I mentioned this 6 months ago and got no traction

Niki Kozina

having this feature would be a game changer and massive time saver

Michael Brand

This would be a great feature

Keri Manzer

This is a must have feature.

Erica Brizuela

I need this

Richard Wade

That would be great.

Julian Lewis

let's go

Jacob Coleman

Merged in a post:

Reassign to multiple users at once

Diana Martinez

When reassigning opportunities in the mining tool it would be nice to be able to assign to multiple users at once. For example, if we have 150 internet/phone leads for a given period that have been untouched it would be nice to disperse those to 4-5 sales people vs just one. Or at least create a check box to select which customers you'd like to reassign out of the 150 and assign those to one person then be able to go back and select other opportunities from that same filter setting to the next sales person.

Shelby Parker

Hey Diana Martinez, thanks for your feedback! I have a few more questions for you:

Can you provide more details on how you envision the process of selecting and reassigning opportunities to multiple users?
What criteria do you typically use when deciding how to disperse opportunities among your salespeople?
Would you find it useful to have an option to automatically distribute opportunities evenly among selected users?

Diana Martinez

Shelby Parker 1. By adding a drop down to select additional users or by adding check boxes when you have all the opportunities with selected filters set. 2. I use "deal status is open" "last engaged, last attempted" "date created" 3. Yes, very!

Jacob Coleman

Merged in a post:

Reassign orphan customers

Anne Plourde

There should be a way to mass assign orphan customers to a salesperson. currently this can only be done one at a time, which is very time consuming

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