Adding a user to the to-do in the Opportunity in the pipeline
Greg Serafino
We have three users in our account and would like to assign the followup tasks in the to-do's section to one of the users depending upon their skills set. Is there an update coming anytime soon to include that option? Right now the Dashboard just includes every Pipeline todo regardless of ownership. It would be great to assign the to do to a user and then that user only sees HER/HIS pipeline to-do's
Greg Serafino
Great idea, Greg!