When I click "$New Deal" is there a setting to leave the Salesperson field alone?
Nick • 6m
In the meantime, these articles might help:
Smart Assistant • AI Agent • 6m
Profile image for Smart Assistant
MFA: Authentication App Setup
Creating and Editing Email & Text Templates
Showing MSRP and a Discount/Savings on the Proposal
More in the Help Center
I find myself constantly having to re-assign to a salesperson, many times I have moved on and don't realize that it got re-assigned to me. Just kills the process
Nick • 5m
Profile image for Carter
Carter joined the conversation
Hey Nick! When opening a New Deal whoever does that Action will be assigned as Sales 1. If you're opening deals but then assigning a different user you'll need to update that in the Salesperson section on the Open Deal section in the customer card.
Carter • 1m
I just want to be able to click "New Deal" and it leave the salesperson field alone.....