Assigning Assignees to Tasks
When creating tasks under stages in Opportunities- We should have the ability to assign the person who create the opportunity as the selected signee instead of having to manually assign the tasks as they come up.
2
votes
Markus Jamison
shared this idea
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Katelyn Mathe
commented
Yes, there needs to be an option in the dropdown menu for the agent assigned to the opportunity. Otherwise for each individual opportunity you have to manually assign to the agent every time an opportunity is created. It makes the workflow not worth using for the agents because the admins don't want to be assigning a million tasks to the agent responsible for that opportunity.