Task change with salesperson
K
Kameron Sneed
When I reassign a lead the task should follow to the new salesperson as well. Have to change individually right now.
Shelby Parker
Thanks for flagging this, Kameron Sneed — totally hear you on the extra manual steps when reassigning a lead and then having to update the task separately. This is really helpful context; I’m sharing it with the team so we can review the best way to have tasks follow the new salesperson automatically, and we’ll reach back out if we need any additional details.