Scott Kimbleton

Adding tags to opportunites I don't own

Discussion created by Scott Kimbleton on Jul 25, 2019
Latest reply on Dec 4, 2019 by B_Canales



I am trying to add tags to opportunities that I don't own so I can track them. I am not the overall opportunity owner or the line items; nor even a team member.


In SalesConnect you could add a tag to any opportunity regardless of your relationship to the opportunity.


Thanks in advance!