How can we set Salesperson's Proxy preferences ? — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How can we set Salesperson's Proxy preferences ?

in Sales 1 comment

We want such function that, when one of the employee is on leave for 10 days as an example , then automatically the lead or opportunity which he was working will assigned to other proxy member or other team members. This should be assigned on the basis of Holiday or leave that salesperson applied on HCM portal.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!