Feature to switch sales one and two plus shared tasks
A
Alexis Johnson
Sometimes we need to switch sales one and two so you must remove one, add the other etc. It creates extra notifications and slows down everything. It would be nice if there was a feature for switching the primary on it.
Also, having it where the tasks for sales one and two are shared would be nice. That way if S2 makes a call it removes it from the deal instead of leaving it.
Shelby Parker
Thanks for posting this, Alexis Johnson — really appreciate the detailed feedback. Totally hear you on how switching Sales 1/Sales 2 today creates extra steps (and notifications) and slows things down. I’m sharing this with the team for review, and if we need a bit more context on your workflow (especially around how you’d want “switch primary” and shared tasks to behave), I’ll follow up with a couple quick questions.