Custom field type: Sales Rep

Andrew shared this idea 27 days ago
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?

Comments (2)

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1

Yes, you can add this through the optional fields. Here is an example of what it would look like: 57a6939bcaf62534b2357f52601b8894

Then, you can also do a "keyword search" and filter out by coordinator as well.

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1

Thanks. That's not quite what I meant but we'll try it.

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