Assign sales activities to a specific user
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J |
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.