Can I assign a lead to two different people
I am adding leads now but the contacts are shared by two sales reps. they both need full access to everything, including tasks, opportunites, notes etc. is this possible
I am adding leads now but the contacts are shared by two sales reps. they both need full access to everything, including tasks, opportunites, notes etc. is this possible
Comments
Kristen,
Create a sales "team" in system settings and assign the lead accordingly. Boom!
Hi
I have the same requirement, but when I create a team it only allows me to assign tasks to the team - not leads?
Amy
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