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CRM 3.0 - Assign leads/opportunities to a team?
Posted by Electronic Workplace on December 10th, 2005


Folks

Any way that we can assign leads / opportunities / other entities to teams
rather than individuals?

All the best

Hany


Posted by Jay Grewal [MSFT] on December 12th, 2005


Hi Hany,

Team ownership is not supported in CRM 3.0. Could you describe your
scenario, and maybe we could provide some alternatives?

Thanks
--
Jay Grewal
Microsoft Dynamics CRM

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Posted by Electronic Workplace on December 14th, 2005


Hi Jay

Well it's kinda as simple as that - I'd like to be able to assign leads to a
pool (CRM: Team) of internal salespeople (not individual users) who are all
in a team. This is as distinct from individual people who are territory
managers out on the road to whom we would assign opportunities identifed by
the team of internal sales folks...

Hany


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