Smartplans to come from the author of the smartplan
We should have the ability to have a smartplans come from the author of the smartplan vs. the assignee or rainmaker. This would be helpful when the TC or Admin on a team is sending the emails or texts. Once an opportunity is created for someone, there are usually more than 1 person on a team in communication with the client/contact.
1
vote
Laurie Clark
shared this idea