Dropdown feature for choosing Owners instead of editing after
When adding a Contact, Account, Opportunity, Registered Opportunity in ForceBC to be prompted on who the owner should be, as an admin that enters for many consultants, this would be a helpful timesaver.
Comments: 2
Oldest
•
Newest
•
Most likes
•
Fewest likes
-
12 Feb, '25
Mamie Cox Admin PinnedThank you to everyone who voted on this item. I'm happy to share that this feature was implemented based on your feedback here. When creating new opportunities, consultants will now see an option to select a 'Record Owner' if different from yourself. We hope this helps streamline some of your day to day operations in ForceBC!