• Hi there!

    We have salesman that are part of two teams. In UPICRM the uses dependency does not allow a Salesman (lets call him Mike) to have two managers (Bob and Rob) assing him leads.

    In our case, Mike is part of both regular sales team and B2B team. We could work around that creating two profiles for Mike, but that seems a tacky solution.

    Could this feature be added?

    Also, recently we had a user issue: all dependencies were lost and had to be rebulted. A backup feature (export, save list elsewhere…) would be apriciated.



    • This topic was modified 3 years, 3 months ago by jaimemm.
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