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Custom field type: Sales Rep
Under Consideration
We've increasingly been splitting lead ownership into two roles—
- sales representative
- event coordinator
—and would like to record this in leads in a way that allows for filtering and reporting by either role.
It looks like a custom field might get us close to that. Can we create an "Event Coordinator" custom field of type sales rep, so that it works just like the Sales Rep field?
I like this idea
Yes, you can add this through the optional fields. Here is an example of what it would look like:
Then, you can also do a "keyword search" and filter out by coordinator as well.
Yes, you can add this through the optional fields. Here is an example of what it would look like:
Then, you can also do a "keyword search" and filter out by coordinator as well.
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