When a rep retires, we would like to be able to share ALL of the retired rep's quotes with the new rep that is replacing him/her. We currently have to manually edit each historical quote to manually share it OR we have to change the rep's profile to Power User which then gives them access to more data than we want them to see. If we could create an option to share all quotes instead of having to manually edit every quote number 1 by 1, that would be beneficial
Jessica Mayher
General Description
The ability to bulk move quotes from one rep to another.
T-shirt Size: M - 2 Sprints
Who (is this for): iQuote admins |
What (is it): The ability to bulk move quotes from one rep to another |
Why (is this important): huge time savings |
When (would you use this): infrequently. Only when a new rep takes over an existing territory |
Where / How would you access it?: An admin only access |
Availability: The default status for all dealers will be: (On/Off)
Configurability: Dealers will be able to turn this On/Off themselves (True/False).
I think we need a global "reassignment" utility for Quotes, Opportunities and Leads.