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Standardized/Group "Other Followers" for specific teammates within same office on opportunities

Standardized/Group "Other Followers" for specific teammates within same office on opportunities

It would be incredibly helpful and increase efficiency if there was an option to create a standardized team or followers list.

IE: an opportunity is created by myself; I am automatically generated as "Other Followers", and my teammates who also oversee my opportunities are populated under "Other Followers", rather than add them individually for each opportunity.

- Opportunity is created

- Myself & selected teammates are listed as "Other Followers"

- Teammates can assign opportunity to others

 

Our team receives a multitude of RFP's on a daily basis and we all have coverage on them so nothing gets missed.

 

If there is an option to add those teammates, that would be super helpful. This should be separate from "Default Followers" from my understanding.

4 Comments
casey_freese
Community Visitor
Agreed
justin_taoHJYS
Observer

Also would help if you can assign to multiple people rather than just one.

gysbertus_hu
Community Visitor
Agreed
tyler_dalldo
Community Visitor

This is a great idea! Would really benefit my teams workflow.

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