Two Questions - Goals and Owners

Moti_13866
Moti_13866 Posts: 1
edited July 24 in Sales CRM #1

Hello, 

Two questions appreciate with with:

  1. Goals - when setting goals I can select specific pipeline - but can I have more than one pipeline attached to a specific goal?  The same goes when I set company goals - it applies to all pipelines - can I exclude a specific pipeline? 
  2. When putting in a new deal - there is one owner. Is it possible to have two owners or a secondary person for which this deal is related to? the reason is that two person are engaged with this deal from different aspects and both need to handle it. How can this be done? 

Thank you very much, 

Moti

Tagged:

Comments