Two Sales Reps, One Account - How to show on both PipeLines

Melissa Scheffer
Melissa Scheffer Posts: 1
edited July 2022 in Business Talk #1

Hi community! We have several instances where two sales reps work together to close one account. How can we make sure they show on both of their PipeLines without creating two different deals? I've tried adding each other as followers and then changing the visibility group. 

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  • Brad Krause_65956
    Brad Krause_65956 Posts: 58
    10 Comments First Anniversary First Answer 5 Likes
    edited February 2022 #2

    Only one person can be the “owner“ of a deal. By both pipelines do you mean you created a totally separate pipeline for each sales rep?

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