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Need a big upgrade on the realignment feature in the Administrator

Status: Under Consideration
by on ‎04-28-2010 02:02 PM

The current feature need a big improvement in the next upgrade.


The problem is that when the account manager for accounts are reassigned, it affects all the contacts under the account and ALL open opportunities. This is a big problem for many reasons:


1) Doesn't allow me to choose how the assignment propagate downward.  We have a situation where we have several sales people working under the same account opening different opportunities. If the account is reassigned to another account manager, it changes the account manager for all open opportunities which is not ideal. It should change or update those open opportunities where the account manager for the opportunity and account matches.


2) As it stands, saleslogix is not good collaboration tool.




by Moderator Moderator
on ‎08-09-2012 12:15 PM
Status changed to: Under Consideration

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