Employee workflow/ Merging
B
Blake Myrick
The merging process needs to be cleaned up.
What we are asking for is pretty simple. We want employees to ONLY be assigned the "position" listed for them within the CRM. Secondly, the "positions" should only be assigned to currently active users in the CRM. Your CRM already has the ability to differentiate active employees and their positions.
We also need the ability to not be "forced" to assign a salesperson to a lead when merging.
Shelby Parker
Thanks for flagging this, Blake Myrick — really appreciate you laying out what you need here. Totally hear you on the merge workflow needing to be cleaner, especially around only assigning the CRM-listed position, limiting positions to active users, and not being forced to assign a salesperson to a lead during a merge. I’m looping this into our team’s review now, and we’ll follow up if we need any additional details to make sure we’re addressing it the right way.