Assign sales activities to a specific user
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Joanna |
We need to be able to assign sales activities to a specific user. We have the same activities showing up more than once on our bid calendar because it is assigned to whatever users are assigned to the project. For example, I am the estimator and Dave is the PM on Project X. Because Dave is a PM and also estimates work, his activities are also on the bid calendar. So when I put a revised bid date in the bid calendar for Project X, it shows up for both myself and Dave.
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Joanna
To follow up on this, we are having trouble assigning follow up sales activities. If I am not the estimator on a project but I want to follow up on a project that one of my team members bid, it does not show up in my Activities list because my name is not associated with it. On the flipside, when I AM the estimator on a project and want to follow up, it is showing up in my Activities list to follow up AND it is showing up in our salesperson's activities list. So when looking at what activities are outstanding left for us to do, if we don't write down somewhere who is following up on which jobs, we cannot use the Activities list. There's no way to know who was going to follow up on which jobs if they both show up in our lists.