Auto-Assign Opportunity Checklist Tasks to Team Members
Having the option to have opportunity tasks auto assign to a team member or team admin. Right now we run into the issue where the opportunity tasks are sitting unassigned in the team tasks.
2
votes
LABS Team
shared this idea
This is now available via Opportunity Checklists and choosing an Assignee!
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LABS Team
commented
This would be a great addition when applied to scale, as every time a new opportunity is created, the tasks would get auto-assigned to the appropriate individual who is required to action on the item. Currently it is extremely redundant to have to manually assign 10s/100s of the same tasks per opportunity every time a new opportunity is created.