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Assigning playbook task's to an opportunity team member

  • November 17, 2016
  • 0 replies
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rishabh_khatod
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I recently came across a use case where a customer is interested in assigning playbook tasks to an opportunity team member based on the opportunity team member's role.

I'd like to learn more about similar use cases where it would be helpful to assign a playbook task at a level other than account & customer info to determine interest in this enhancement.