Adding more than one owner to activity, organization and prospect.

The title says anything. Sometimes more than one person attends meetings with clients (yeah, I can add attendees but they don't see this activity in their panel). Sometimes a client has more than one employee that's taking care of their business. Sometimes people take maternity leave or get sick and I don't want to take them off the account permanently. 

Adding more owners would be really usefull.

0 votes

· Last Updated -


  • Brad Krause_13404
    Brad Krause_13404 Posts: 498
    100 Comments 5 Up Votes
    edited January 2021 #2

    My guess would be that 'owners' would be limited to a single person and if so, maybe they could add followers to activities. 

  • Flip Nolen
    Flip Nolen Posts: 122
    Third Anniversary 100 Comments 5 Likes Combo Breaker
    edited January 2021 #3

    @Michał add them as followers on the ORG and/or PERSON or as a participant at the deal level.