Assign Deal Member from Deal/Batch Update

We'd like the system to assign Konnect Deal Members based on the Coordinator(s) listed on the deal.

If automatic assignment is not viable - as an alternative we'd like to suggest the ability to batch update Konnect Deal Members.

The Deal Members being automatically assigned or done in batch allows the users to keep their focus in Konnect on fulfillment and task management versus spending their time 'setting up Konnect' and reentering data they've already entered on the deal.

  • Bree Green
  • Sep 21 2020
  • Planned
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    Patrick Westbrook commented
    13 Sep, 2021 04:00pm

    Good idea. Might be worthwhile for us to also consider the saleperson(s) on a deal in case other clients have those individuals using the system as well.