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Freshsales - assigning owner for contacts and accounts

Related products:Freshsales
  • April 23, 2024
  • 1 reply
  • 39 views

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As for now- accounts and contacts can only have one sales owner- which does not make sense. 

 

Yes it good for small business maybe- but restriction does not make sense at all. 

 

Use case: If there is a big company group that is providing a lot of services and selling through francize companies  is communicating with one potential client  that has one person responsible for managing sales and etc. but in the company that is selling there are different users  working with the same client. Question is: how this should be managed? As at the end- the company group is in a way one company but working through the same entities - and is seen by the client like not one company 

 

desired feature should be, that sales owner for account and company could have multiple owner- sames as tasks feature 

1 reply

Srini :-)
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  • Community Debut
  • May 25, 2024

@MariaPO  we have Contact and Account teams for this exact usecase. https://crmsupport.freshworks.com/en/support/solutions/articles/50000002416-how-to-create-and-use-record-teams-

I hope this helps. If you need any demo or assistance with setup, please email me - srinivasan.rangarajan@freshworks.com