on 01-19-2017 12:06 PM
Hello Team
Can we e to assign a sales team to more than one opportunity that means instead of opening each individual opportunity user want to assign a sales team to several opportunities at once.
Sales Team is Basically a group of Sales Reps (Contacts in C4C system) which can be verified in the overview of opportunity
these are potentially the group of people associated to a sales Area ,so they can be part of any other Lead, opportunity that belong to the same Sales Area.
So we can assign the same Sales Team to more than one Opportunity.
But , there is NO such facility in C4C , where you can filter a sales team and assign it to multiple Opportunities at once.
Instead you can Open any Individual Contact who is part of the sales Team and Navigate to Opportunities facet to figure out if he is associated with any .
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
User | Count |
---|---|
6 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 |
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.