Option to keep a salesperson on a duplicate during the merge
S
Sonny Aivazian
It would be nice to be able to keep 2 salespeople on a deal when merging. The option to use them both for a split or to not.
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Sonny Aivazian
It happens once in a while.
There are a lot of scenarios where the sales people split deals. Sometimes they are 2 seperate entities, one in each sales persons name. When a manager sees the duplicate to merge we are forced to choose one and sometimes its both.
Option definetly to be manual. Now what we have to do is save the merge then add or delete the additional person manually. Would just be nice to be able to do it 1 time in the merge.
Shelby Parker
Thank you for posting, Sonny Aivazian! I have a few more questions for you:
- How often do you encounter the need to keep two salespeople on a deal during a merge?
- What specific scenarios or types of deals require having two salespeople involved?
- Would you prefer the option to split the deal between salespeople to be automatic or manual?