Sales Activities by Project Role
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Dakota Williams |
It would be very helpful to set different sales activities as being associated with the different User fields in a project. For instance, the bid date sales activity would only show up on the Estimator's Calendar and client meetings would only show on the Sales Rep's Calendar. This would keep our individual calendars more tidy, and it would remove any confusion over who is responsible for which tasks. Of course, some activities may need to be assigned to multiple roles, but many would work better as role specific.