Remove a sales person when merging a duplicate
K
Kristen Long
When merging two deals, the system forces the original sales person to be on the deal. Then they get a skate alert when you remove them. We want the option to clear a Salesperson BEFORE the merge, and have the lead go up for grabs. Currently, a salesperson MUST be assigned on the merge, it cannot be left blank
Shelby Parker
Hello Kristen Long! I have a few more questions for you:
- What specific scenarios or workflows require the option to clear a salesperson before merging?
- How should the system handle notifications or alerts when a salesperson is removed before a merge?
- Are there any specific conditions under which a salesperson should still be assigned during a merge?
A
Angela Ivey
I would only want an active lead to keep the current salesperson. Dead and old or lost deals need to be reassigned to the next salesperson that is working that day so it can be answered in a timely manner.