task population
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Nicholas Scott
We would like workplan tasks to show up in salespeople's profile whether they are listed as sales 1 or sales 2. we want workplan tasks added to BOTH salespeople
Shelby Parker
Hey Nicholas Scott, thanks for your feedback! I have a few more questions for you:
- How do you currently manage workplan tasks for salespeople, and what challenges are you facing with the current system?
- Are there any specific criteria or conditions under which a task should be assigned to both salespeople?
- Would you like any notifications or alerts when tasks are assigned to both salespeople?
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Nicholas Scott
Shelby Parker
No challenges with the current system. I just want the tasks to populate for both sales 1 and sales 2 if there is 2 people assigned to the same customer.