Select Person and Organisation owner in Deal Quick Add

CPAMD
CPAMD Member Posts: 10 VERIFIED MEMBER
Second Anniversary Name Dropper First Comment

My company operates separate Sales and Support teams. A typical scenario is that Sales will win a new enquiry from a new customer, and send the details over to Support to create a new deal, organisation and person.

Currently the Support user is assigned as the owner of all these records by default, having to then change them all manually, record-by-record, to note the Sales user as the owner.

I know that you can select Owner from a list of users when quick adding an organisation or person on its own, but it would be helpful if this option was available when quick adding a Deal. i.e. if on that pop-up, the options were available to select owners for deal, person and organisation. Or potentially set the same user as the owner for all 3 (for speed), with the option to apply separate owners.

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