Add a secondary person to assign a reminder to.
Add a secondary person to assign a reminder to. This was for PA's they can get the reminder to follow through on the task but the sales agent can get a reminder also to keep in touch with what's happening with their clients.
39
votes
Anonymous
shared this idea
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David McCall
commented
We have teams/EBUs of 2-3 people so the ability to assign it to a user group or permission group would let our whole team have an overview of the reminders and be able to complete it
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Christine
commented
Rex - what do we need to do to make this simple change