Orphan Customers- Mass distribution needed
J
Josh Frick
We need the ability to mass assign orphan customers. New sales people need the ability to work customers without waiting on new leads. Doing this one by one in the pipeline is not a good use of our time.
J
Josh Frick
I would do this anytime we hire a new sales person or normally once a month.
Shelby Parker
Hello Josh Frick! I have a few more questions for you:
- What criteria should be used to identify and assign orphan customers to new salespeople?
- How frequently do you anticipate needing to perform mass assignments of orphan customers?
- Are there any specific permissions or roles that should be considered when allowing salespeople to access and work with orphan customers?