Have the option to assign a sales rep to a contact when creating a Job in Jobsv2
I would like the option to assign a sales rep to both the contact and the job when creating a job in JobsV2. This way the sales rep would be able to see the name of the contact.
Anonymous
shared this idea
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Glenn Christensen
commented
Super important. At the very least, if the sales rep creates the contact, they should be assigned to it so they can see the contact. The solution shouldn't be that you have to create a job with the rep assigned to trigger the assignment to the contact. It also shouldn't be something that someone with permissions to see all contact should have to go in and edit after the fact. Simple fix needs to be made to resolve this
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James Connors commented
When creating a new contact (in jobs), we need to be able to assign a sales rep & assigned to while creating the contact. It is too clunky to created the contact, then the job and then have to go back into the contact to enter that info.