Suggested added functionality for transferring ownership
My team is set up with the Pro plan + Leadbooster. One way we gather leads is via the Lead-Capture webform feature. When someone submits their info via the webform, it is auto-assigned to our team manager who vets it and then transfers the lead ownership to the appropriate team member. It would be great if we had the option to transfer lead ownership so that it is auto-bundled with the ownership of any persons and organizations tied to that lead. Right now our permissions and user settings are set in such a way that you cannot view lead/person/organization info unless you are the owner, and so my team leader is manually transferring the lead ownership, then manually transferring the person ownership, and then the organization ownership, just so the sales team member has access to the relevant info to follow up. It all seems redundant. Thanks for considering it!
Fabrizio Nicolosi_33821 Posts: 203edited January 2022 #2
Hi Kyle I understand what you mean. My suggest is to create a workflow that automatically transfer ownership of person and organization linked on a deal. So your manager has just to "move" the ownership of the deal and other ownership will move automatically.
I've done something like this in my Pipedrive. Let me know0