Custom User Deal Roles / Slots on Customer Card
gathering votes
J
John Henry
Should have the option to add customer roles in the CRM. Other than just Sales 1, Sales 2, BDC, Service BDC and Closer. I also do not see a place to add a sales manager. Many deals will operate with custom roles such as a CSR, customer relations ect.
Drew Adler
gathering votes
Shelby Parker
Hello John Henry! I have a few more questions for you:
- Can you provide more details on the responsibilities and permissions associated with the new roles you mentioned (CSR, customer relations, etc.)?
- How often do you foresee these custom roles changing or needing to be updated?
- Are there any specific workflows or processes that these new roles should be integrated into within the CRM?