We'd like rep assignment history in SalesLink. If Rep A was assigned as an MSR for a customer until February of 2023 and Rep B took over that account as MSR in March of 2023, we'd like to track that.
Corbin Buchholz
| How often would this idea be used? | Monthly |
| How much time would you save when the idea is implemented? | It would save hours of work |
| How many people at your company would benefit from this idea? | Most people (25 + ) |
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What problem is your idea trying to solve?
If our CRM doesn't track rep assignment history, we'll need to track it somewhere else. Ideally our CRM can take care of this for us. |
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