add an "assignee" to automatically generate when an opportunity is created for their client
Currently, in Command, when creating an Opportunity, the system does not allow for an "assignee" to be automatically generated for single agents. The assignee must be manually added during or after the Opportunity creation process. This feature request proposes the ability for single agents to set a default "assignee" that is automatically applied when an Opportunity is created for their client.
Proposed Functionality:
Default Assignee Setting: Add an option in the Command Settings for single agents to designate themselves or another individual as the default assignee for all new Opportunities.
Automatic Assignment: When an Opportunity is created, the system will automatically assign the designated default assignee without requiring manual input.
Flexibility: Allow users to override the default assignee during the Opportunity creation process if needed.
User-Friendly Interface: Include a simple toggle or dropdown menu in the Opportunity creation modal to confirm or change the assignee.
Naren Salcedo Ortiz
shared this idea