Automatically assign agent to checklist in opportunity
Right now, when creating a checklist for the team you must assign the task to one of the teammates specifically. However, we have multiple agents that utilize these checklists. If we could assign the tasks to the agent assigned to the deal that would be helpful. This would ensure that the tasks are being assigned to the correct agent.
LABS Team
shared this idea
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Carrie Reichwein
commented
I would love to see an option for Opportunity Checklists to be assigned to the contact assignee and/or Opportunity assignee. This would streamline these activities to show up in the task list of the right team member. In a team context, leads can have different assignees depending on the lead source (VA, team agent, rainmaker, etc) This would make the checklists a lot more helpful because many times, these items get overlooked.