Ability to create leads for my team, not only for myself
I´m managing lots of outside leads from different sources (web, journal, etc). I must create and control those leads inside BASE. When creating a SALE, i can only create a opportunity for myself (as far as i could get). I would be awesome for me to create opportunities for my other team members.
After a deal is added you can change it’s ownership status. Please click on details of that deal and on the right side of the screen click ‘owner’ field. You will see a drop down menu with names of your team members. Please note that in order to achieve that you have to be admin on your Base account .
Shaya Manzi commented
This is a MUST HAVE!
When we receive a sales call we enter the lead and assign it to a sales person (user) and then that person should get an email informing them of the details... and then they take it from there.