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I’m curious if there are any best practices out there that I’m unfamiliar with when using Opportunity Teams.
Right now I have a sales user who moved from one team to another, and in the meantime his previous position has not yet been filled.
What do you all do with those opportunities while the position is still vacant? This rep doesn’t want to see the opportunities from his old territory and new territory, but it seems like extra work to delete him from the team of all of those opportunities and then add back the new member once the position has been filled.
Hopefully that makes sense, but basically I’m just looking to figure out what I’m not thinking about!
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- 7 months ago
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