Skip to main content
Discovery

Assigning playbook task's to an opportunity team member

Related products:CS Cockpit & Playbooks
timcavey
Tiou
Paula V
Gabolino
Blastoise186
+1
  • timcavey
    timcavey
  • Tiou
    Tiou
  • Paula V
    Paula V
  • Gabolino
    Gabolino
  • Blastoise186
    Blastoise186
  • Jeremie
    Jeremie

rishabh_khatod
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.

0 replies

Be the first to reply!

Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings